CMOVX : CM Advisors Small Cap Value Fund

CMOVX is a US Stocks Market Small Value with HIGH fees.

CMOVX

CM Advisors Small Cap Value Fund

FI Score

26 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

26% FI Score
  • cmovx
  • Mutual Fund
  • US Stocks
  • Small Value

CM Advisors Small Cap Value Fund

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small capitalization companies ("small cap") that the Advisor believes are undervalued. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in small cap equity securities, which may include shares of other RICs, such as ETFs, that invest primarily in small cap equity securities. It typically invests in common stocks, although it may also invest in other equity securities.

Largest Holdings

Amount Holding
5.47% Atkore International Group Inc
5.15% SPDR® S&P Regional Banking ETF
3.82% Columbus McKinnon Corp
3.68% Greif Inc Class A
3.41% WestRock Co A
3.13% DMC Global Inc
3.11% Kennedy-Wilson Holdings Inc
3.00% Altra Industrial Motion Corp
2.79% Starwood Property Trust Inc
2.63% LKQ Corp
2.40% MSC Industrial Direct Co Inc Class A
2.17% AAR Corp
2.07% Parsley Energy Inc A
2.04% Regal Beloit Corp
1.85% BMC Stock Holdings Inc
1.83% FLIR Systems Inc
1.53% Ulta Beauty Inc
1.48% Robert Half International Inc
1.45% Alaska Air Group Inc
1.41% Helios Technologies Inc
1.29% Integer Holdings Corp
1.22% Faro Technologies Inc
1.20% Hillenbrand Inc
1.11% Rexnord Corp
1.09% Colfax Corp

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