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Nasdaq - Delayed Quote USD

CRM Small Cap Value Instl (CRISX)

16.09
+0.06
+(0.37%)
At close: 8:03:45 PM EDT
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  • Previous Close 16.03
  • YTD Return -3.51%
  • Expense Ratio 1.08%
  • Category Small Blend
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 77.64M
  • Beta (5Y Monthly) 0.93
  • Yield 0.38%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.07
  • Inception Date Jan 27, 1998

The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.

CRM

Fund Family

Small Blend

Fund Category

77.64M

Net Assets

1998-01-27

Inception Date

More about CRM Small Cap Value Instl

Performance Overview: CRISX

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Trailing returns as of 3/31/2025. Category is Small Blend.

YTD Return

CRISX
3.51%
Category
20.19%
 

1-Year Return

CRISX
12.61%
Category
60.18%
 

3-Year Return

CRISX
6.70%
Category
11.32%
 

5-Year Return

CRISX
9.58%
Category
13.88%
 

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Holdings: CRISX

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Sector Weightings

SectorCRISX
Financial Services   30.45%
Consumer Cyclical   13.56%
Industrials   11.44%
Technology   9.48%
Real Estate   8.73%
Energy   8.51%
Healthcare   7.19%
Utilities   5.83%
Basic Materials   4.80%
Consumer Defensive   0.00%
Communication Services   0.00%
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Recent News: CRISX

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Research Reports: CRISX

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