CRIMX Mutual Fund

CRIMX Mutual Fund

NAV$26.00
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Fund Essentials - as of Apr 30, 2026

Net Assets
$155M
Expense Ratio
1.01%
Dividend Yield (Current)
5.21%
Holdings
51
Inception Date
Jan 6, 1998
Fund Family
CRM Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.19%
1 Year+22.99%
3 Year+11.59%
5 Year+7.39%
10 Year+10.45%

Asset Allocation

Stocks: 95.45%
Cash: 4.55%
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Top Holdings

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TickerNameWeight
RRXRegal Rexnord Corp3.78%
TDYTeledyne Technologies Inc3.35%
SKYChampion Homes Inc Common3.32%
MCHPMicrochip Technology Inc.3.26%
ATOAtmos Energy Corp3.14%
Top 10 Concentration: 31.14%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.21%
Frequency
Annually
Latest Distribution
$5.04
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CRIMX Mutual Fund Overview

CRIMX Mutual Fund (CRM Mid Cap Value Fund-Institutional Shares) is managed by CRM Funds with $154.9M in net assets. CRIMX expense ratio is 1.01%, holding 51 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1998-01-06.

CRIMX performance shows a YTD return of 14.19%. The 1-year return is 22.99% and the 5-year return is 7.39%. CRIMX dividend yield stands at 5.21%, paid annually.

CRIMX top holdings include Regal Rexnord Corp (3.8%), Teledyne Technologies Inc (3.4%), Champion Homes Inc Common (3.3%), Microchip Technology Inc. (3.3%), Atmos Energy Corp (3.1%). Go to all CRIMX holdings, CRIMX sectors, or CRIMX dividends.

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