Crm Small Cap Fund Quote

CRMSX Fund  USD 16.32  0.13  0.79%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Crm Small is trading at 16.32 as of the 30th of November 2024; that is 0.79% down since the beginning of the trading day. The fund's open price was 16.45. 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

  0.89CRIEX Crm All CapPairCorr
  0.94CRIAX Crm Smallmid CapPairCorr
  0.96CRISX Crm Small CapPairCorr
  0.88CRIMX Crm Mid CapPairCorr
  0.93CRIHX Crm Longshort OpportPairCorr
  0.93CRMMX Crm Mid CapPairCorr

Crm Mutual Fund Highlights

Fund ConcentrationCRM Funds, Large Funds, Small Blend Funds, Small Blend, CRM (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Crm Small Cap [CRMSX] 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 no minimum investment requirementsCrm Small Cap is currently producing year-to-date (YTD) return of 26.5% with the current yeild of 0.02%, while the total return for the last 3 years was 8.49%.
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

KAMNKamanStockIndustrials
SWXSouthwest Gas HoldingsStockUtilities
ITRIItron IncStockInformation Technology
VMIValmont IndustriesStockIndustrials
CHXChampionXStockEnergy
CFFNCapitol Federal FinancialStockFinancials
OMCLOmnicellStockHealth Care
KEXKirbyStockIndustrials
More Details

Crm Small Cap Risk Profiles

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.
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