CRISX : CRM Small Cap Value Fund Class Institutional

CRISX is a US Stocks Market Small Blend with MODERATE fees.

CRISX

CRM Small Cap Value Fund Class Institutional

FI Score

43 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

43% FI Score
  • crisx
  • Mutual Fund
  • US Stocks
  • Small Blend

CRM Small Cap Value Fund Class Institutional

Expenses: 0.91% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund, under normal circumstances, invests at least 80% 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 ("small cap companies") that are publicly traded on a U.S. securities market.

Largest Holdings

Amount Holding
5.80% Primo Water Corp
4.32% Capitol Federal Financial Inc
3.66% Southwest Gas Holdings Inc
3.57% Horace Mann Educators Corp
3.55% Arcosa Inc
3.46% Mueller Water Products, Inc.
3.34% Black Hills Corp
3.21% Regis Corp
3.09% SJW Group
2.99% Envestnet Inc
2.94% BancorpSouth Bank
2.92% BankUnited Inc
2.89% PAE Inc
2.86% Valmont Industries Inc
2.72% Corporate Office Properties Trust
2.71% Vonage Holdings Corp
2.59% Coca-Cola Consolidated Inc
2.54% Associated Banc-Corp
2.48% SPX Corp
2.34% Kaman Corp Class A
2.24% Clean Harbors Inc
2.10% Brightcove Inc
2.05% Advanced Drainage Systems Inc
2.01% Investors Bancorp Inc
1.99% Hancock Whitney Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo