CRMAX Mutual Fund

CRMAX Mutual Fund (CRM Small/Mid Cap Value Fund Investor Class) is managed by CRM Funds with $14.0M in net assets. CRMAX expense ratio is 1.22%, holding 45 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2004-09-01.

CRMAX performance shows a YTD return of 10.89%. The 1-year return is 19.41% and the 5-year return is 7.39%. CRMAX dividend yield stands at 0.28%.

CRMAX top holdings include Bio Techne (4.0%), Invesco Government & Agency Portfolio, Institutional Class (3.9%), Bankunited Inc (3.9%), Champion Homes Inc Common (3.8%), Regal Rexnord Corp (3.5%). Go to all CRMAX holdings, CRMAX sectors, or CRMAX dividends.

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