CRMSX Mutual Fund
CRMSX Mutual Fund
NAV$15.65
AUM$29M
TER1.31%
Holdings46
See how much of CRMSX you already own
CRMSX Mutual Fund
NAV$15.65
CRM Small Cap Value Fund Investor Class
AUM$29M
TER1.31%
Holdings46
See how much of CRMSX you already own
CRMSX Mutual Fund Overlap Analysis
CRMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, CRMSX may share significant positions with broad-market funds.
CRMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRMSX tax-loss harvesting finds highly correlated but non-identical funds.