Crm Longshort Opport Fund Quote
| CRIHX Fund | USD 14.03 0.14 0.99% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Crm Long/short is trading at 14.03 as of the 23rd of November 2024; that is 0.99 percent down since the beginning of the trading day. The fund's open price was 14.17. Crm Long/short has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Crm Longshort Opport are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in long and short positions 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 SP 500 Index that are publicly traded on a U.S. More on Crm Longshort Opport
Moving together with Crm Mutual Fund
Crm Mutual Fund Highlights
| Fund Concentration | CRM Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, CRM, Large, Long-Short Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Crm Longshort Opport [CRIHX] is traded in USA and was established 23rd of November 2024. Crm Long/short is listed under CRM category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of CRM family. This fund currently has accumulated 255.2 M in assets under management (AUM) with minimum initial investment of 100 K. Crm Longshort Opport is currently producing year-to-date (YTD) return of 16.92% with the current yeild of 0.02%, while the total return for the last 3 years was 5.72%.
Check Crm Long/short 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 Longshort Opport 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 Longshort Opport Mutual Fund Constituents
| PVH | PVH Corp | Stock | Consumer Discretionary | |
| RH | RH | Stock | Consumer Discretionary | |
| BIO | Bio Rad Laboratories | Stock | Health Care | |
| TENB | Tenable Holdings | Stock | Information Technology | |
| AIG | American International Group | Stock | Financials | |
| DHR | Danaher | Stock | Health Care | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| OTIS | Otis Worldwide Corp | Stock | Industrials |
Crm Longshort Opport Risk Profiles
| Mean Deviation | 0.4034 | |||
| Semi Deviation | 0.3484 | |||
| Standard Deviation | 0.5419 | |||
| Variance | 0.2937 |
Crm Long/short Against Markets
Other Information on Investing in Crm Mutual Fund
Crm Long/short 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 Long/short security.
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