CRMAX Mutual Fund

CRMAX Mutual Fund (CRM Small/Mid Cap Value Fund Investor Class) is managed by CRM Funds with $15.4M in net assets. CRMAX expense ratio is 1.22%, holding 45 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2004-09-01.

CRMAX performance shows a YTD return of 20.58%. The 1-year return is 32.05% and the 5-year return is 8.42%. CRMAX dividend yield stands at 4.34%, paid annually.

CRMAX top holdings include Regal Rexnord Corp (4.3%), Bankunited Inc (4.2%), Hub Group Inc (4.2%), Semtech Corp (3.9%), Mks Instruments Inc (3.7%). 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.