CRM Long/Short Opportunities Fund Institutional Shares (CRIHX)

Fund Assets	445.77M
Expense Ratio	1.739%
Min. Investment	$10,000
Turnover	65.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	13.08
YTD Return	2.99%
1-Year Return	5.74%
5-Year Return	25.73%
52-Week Low	12.00
52-Week High	14.76
Beta (5Y)	0.47
Holdings	91
Inception Date	n/a

About CRIHX

CRM Long/Short Opportunities Fund Institutional Shares is an open-end mutual fund that specializes in a long-short equity strategy, managed by Cramer Rosenthal McGlynn, LLC. The fund's primary objective is long-term capital appreciation, achieved by investing at least 80% of its assets in both long and short positions in equity and equity-related securities of U.S. and non-U.S. companies. It targets firms with market capitalizations within the S&P 500 Index range, spanning multiple sectors and regions. Utilizing fundamental analysis and proprietary research, the fund takes long positions in undervalued securities and short positions in those it deems overvalued or poised for underperformance. This approach aims to reduce broad market risk and capitalize on stock-specific opportunities. The fund has a significant allocation to mid- and large-cap value stocks, and includes investments in socially conscious companies that promote environmental responsibility. With a relatively high turnover rate, the fund is active in repositioning its portfolio based on evolving market conditions. CRM Long/Short Opportunities Fund Institutional Shares plays a role in providing portfolio diversification and alternative equity exposure for institutional investors seeking risk-adjusted returns beyond traditional long-only funds.

• Fund Family: CRM
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CRIHX
• Share Class: Institutional Shares

Performance

CRIHX had a total return of 5.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.09%.

Top 10 Holdings

39.42% of assets

Name	Symbol	Weight
Semtech Corporation	SMTC	4.82%
BankUnited, Inc.	BKU	4.57%
Regal Rexnord Corporation	RRX	4.28%
Hub Group, Inc.	HUBG	4.05%
Champion Homes, Inc.	SKY	3.88%
Blackrock Liquidity Funds T-Fund Institutional Shares	n/a	3.78%
Federated Hermes Treasury Obl IS	TOIXX	3.78%
Canadian Pacific Kansas City Limited	CP	3.57%
WillScot Holdings Corporation	WSC	3.43%
Knowles Corporation	KN	3.25%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2024	$1.0459	Dec 6, 2024
Dec 7, 2023	$0.2744	Dec 8, 2023
Dec 8, 2022	$0.1767	Dec 9, 2022
Dec 9, 2021	$0.0902	Dec 10, 2021
Dec 10, 2020	$0.5811	Dec 11, 2020
Jan 7, 2020	$0.43574	Jan 7, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error