CRIEX Mutual Fund

CRIEX Mutual Fund (CRM All Cap Value Fund Institutional Class) is managed by CRM Funds with $12.8M in net assets. CRIEX expense ratio is 1.20%, holding 49 positions across sectors including Financials, Materials, Industrials. Inception date: 2006-10-24.

CRIEX performance shows a YTD return of 16.21%. The 1-year return is 30.11% and the 5-year return is 8.76%. CRIEX dividend yield stands at 7.79%, paid annually.

CRIEX top holdings include Invesco Government & Agency Portfolio, Institutional Class (4.7%), Ashland Global Holdings Inc (2.5%), Advanced Drainag Tm B 1ln 7/26 (2.3%), Blackrock Liquidity Funds T-Fund (1.6%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (1.6%). Go to all CRIEX holdings, CRIEX sectors, or CRIEX dividends.

CRIEX can be compared against other funds. Use CRIEX overlap to find shared positions, or CRIEX vs another fund for a side-by-side view. CRIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.