CRISX Mutual Fund

CRISX Mutual Fund (CRM Small Cap Value Fund Institutional Shares) is managed by CRM Funds with $47.5M in net assets. CRISX expense ratio is 1.08%, holding 46 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 1998-01-27.

CRISX performance shows a YTD return of 19.09%. The 1-year return is 31.74% and the 5-year return is 8.81%. CRISX dividend yield stands at 6.87%, paid annually.

CRISX top holdings include Invesco Government & Agency Portfolio, Institutional Class (4.1%), Capitol Federal Financial Inc (4.0%), Bankunited Inc (3.8%), Champion Homes Inc Common (3.5%), Knowles Corp (3.4%). Go to all CRISX holdings, CRISX sectors, or CRISX dividends.

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