About CRIMX
CRM Mid Cap Value Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital appreciation. The fund invests primarily in equity and equity-related securities of U.S. and non-U.S. mid-cap companies, typically selecting firms with market capitalizations similar to those in the Russell Midcap Value Index. With a concentrated portfolio of around 35 to 50 holdings, the fund emphasizes a bottom-up stock selection process, led by an experienced management team. Sector exposures are diversified, with significant allocations historically to financials, technology, industrials, and real estate companies. As of its last report, common stocks comprised the vast majority of its holdings, and its top investments represented a substantial share of assets. The fund seeks to balance stock-specific opportunities with considerations for risk and sector weightings, aiming to deliver value-oriented returns to institutional investors. Dividends and realized gains, if any, are typically distributed annually, with reinvestment available. The CRM Mid Cap Value Fund Institutional Class plays a role for investors seeking targeted exposure to mid-sized companies that may be undervalued relative to their fundamentals within the broader equity market.
Fund Family CRM
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CRIMX
Share Class Institutional
Index Russell MidCap Value TR
CRIMX had a total return of 12.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.44%.
