Crm Small Cap Fund Quote
| CRISX Fund | USD 20.50 0.01 0.05% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Crm Small is trading at 20.50 as of the 30th of November 2024; that is 0.05 percent up since the beginning of the trading day. The fund's open price was 20.49. Crm Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Crm Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. 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 2000 Value Index that are publicly traded on a U.S. More on Crm Small Cap
Moving together with Crm Mutual Fund
Crm Mutual Fund Highlights
| Fund Concentration | CRM Funds, Large Funds, Small Blend Funds, Small Blend, CRM (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Crm Small Cap [CRISX] is traded in USA and was established 30th of November 2024. Crm Small is listed under CRM category by Fama And French industry classification. The fund is listed under Small Blend category and is part of CRM family. This fund currently has accumulated 77.55 M in assets under management (AUM) with minimum initial investment of 1000 K. Crm Small Cap is currently producing year-to-date (YTD) return of 28.34% with the current yeild of 0.01%, while the total return for the last 3 years was 9.19%.
Check Crm Small 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 Small 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 Small Cap Mutual Fund Constituents
| SHOO | Steven Madden | Stock | Consumer Discretionary | |
| HMN | Horace Mann Educators | Stock | Financials | |
| OFC | Corporate Office Properties | Stock | Real Estate | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| CNMD | CONMED | Stock | Health Care | |
| CLH | Clean Harbors | Stock | Industrials | |
| CFFN | Capitol Federal Financial | Stock | Financials | |
| COKE | Coca Cola Consolidated | Stock | Consumer Staples |
Crm Small Cap Risk Profiles
| Mean Deviation | 0.8693 | |||
| Semi Deviation | 0.6937 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Crm Small Against Markets
Other Information on Investing in Crm Mutual Fund
Crm Small 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 security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |