CRMSX Mutual Fund

CRMSX Mutual Fund (CRM Small Cap Value Fund Investor Class) is managed by CRM Funds with $28.7M in net assets. CRMSX expense ratio is 1.31%, holding 46 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 1995-09-29.

CRMSX performance shows a YTD return of 18.96%. The 1-year return is 31.43% and the 5-year return is 8.60%. CRMSX dividend yield stands at 8.94%, paid annually.

CRMSX 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 CRMSX holdings, CRMSX sectors, or CRMSX dividends.

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