Crm Smallmid Cap Fund Quote
| CRIAX Fund | USD 10.22 0.05 0.49% |
PerformanceVery Weak
| Odds Of DistressLow
|
Crm Small/mid is trading at 10.22 as of the 19th of March 2025; that is 0.49 percent decrease since the beginning of the trading day. The fund's open price was 10.27. Crm Small/mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund, under normal circumstances, invests at least 80 percent of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the SP Mid Cap 400 Value Index that are publicly traded on a U.S. More on Crm Smallmid Cap
Moving together with Crm Mutual Fund
Crm Mutual Fund Highlights
| Fund Concentration | CRM Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, CRM, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Crm Smallmid Cap [CRIAX] is traded in USA and was established 19th of March 2025. Crm Small/mid is listed under CRM category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of CRM family. This fund currently has accumulated 220.17 M in assets under management (AUM) with minimum initial investment of 1000 K. Crm Smallmid Cap is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.0%, while the total return for the last 3 years was 3.75%.
Check Crm Small/mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Crm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Crm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Crm Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Crm Smallmid Cap Mutual Fund Constituents
| BIO | Bio Rad Laboratories | Stock | Health Care | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| TEX | Terex | Stock | Industrials | |
| OMCL | Omnicell | Stock | Health Care | |
| TNET | TriNet Group | Stock | Industrials | |
| NI | NiSource | Stock | Utilities | |
| NVST | Envista Holdings Corp | Stock | Health Care | |
| GIII | G III Apparel Group | Stock | Consumer Discretionary |
Crm Smallmid Cap Risk Profiles
| Mean Deviation | 0.9234 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 | |||
| Risk Adjusted Performance | (0.17) |
Crm Small/mid Against Markets
Other Information on Investing in Crm Mutual Fund
Crm Small/mid financial ratios help investors to determine whether Crm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Crm with respect to the benefits of owning Crm Small/mid security.
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