Crm Smallmid Cap Fund Quote
| CRMAX Fund | USD 11.06 0.13 1.19% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Crm Small/mid is trading at 11.06 as of the 31st of January 2025; that is 1.19% increase since the beginning of the trading day. The fund's open price was 10.93. Crm Small/mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. 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 2500 Value Index or in the SP Mid Cap 400 Value Index that are publicly traded on a U.S. More on Crm Smallmid Cap
Moving together with Crm Mutual Fund
Crm Mutual Fund Highlights
| Fund Concentration | CRM Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, CRM (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Crm Smallmid Cap [CRMAX] is traded in USA and was established 31st of January 2025. Crm Small/mid is listed under CRM category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of CRM family. This fund currently has accumulated 220.17 M in assets under management (AUM) with no minimum investment requirementsCrm Smallmid Cap is currently producing year-to-date (YTD) return of 2.59% with the current yeild of 0.0%, while the total return for the last 3 years was 7.44%.
Check Crm Small/mid 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 Smallmid 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 Smallmid Cap Mutual Fund Constituents
| RPM | RPM International | Stock | Materials | |
| BECN | Beacon Roofing Supply | Stock | Industrials | |
| KEY | KeyCorp | Stock | Financials | |
| ASB | Associated Banc Corp | Stock | Financials | |
| NVST | Envista Holdings Corp | Stock | Health Care | |
| XYL | Xylem Inc | Stock | Industrials | |
| PTC | PTC Inc | Stock | Information Technology | |
| MTSI | MACOM Technology Solutions | Stock | Information Technology |
Crm Smallmid Cap Risk Profiles
| Mean Deviation | 0.9786 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.91 | |||
| Risk Adjusted Performance | (0.04) |
Crm Small/mid Against Markets
Other Information on Investing in Crm Mutual Fund
Crm Small/mid 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/mid security.
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