CRMEX Mutual Fund

CRMEX Mutual Fund (CRM All Cap Value Fund Investor Class) is managed by CRM Funds with $7.4M in net assets. CRMEX expense ratio is 1.45%, holding 49 positions across sectors including Financials, Materials, Industrials. Inception date: 2006-10-24.

CRMEX performance shows a YTD return of 15.97%. The 1-year return is 29.76% and the 5-year return is 8.49%. CRMEX dividend yield stands at 8.18%, paid annually.

CRMEX 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 Fund - Institutional Class (1.6%). Go to all CRMEX holdings, CRMEX sectors, or CRMEX dividends.

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