About CRMAX
The CRM Small/Mid Cap Value Fund Investor Class is a mutual fund focused on long-term capital appreciation by investing primarily in U.S. small- and mid-cap companies. Managed by Cramer Rosenthal McGlynn, LLC, the fund targets at least 80% of its assets in a diversified portfolio of equity and equity-related securities, drawing from companies whose market capitalizations are similar to those in the Russell 2500 Value Index or the S&P MidCap 400 Value Index. Its investment approach emphasizes fundamental, bottom-up stock selection, with typical portfolio holdings ranging from 35 to 50 companies. The fund is sector-diverse, with notable concentrations in financial services, consumer cyclical, real estate, technology, healthcare, and industrials. Risk management considerations include stock-specific factors, sector exposure, and overall risk/reward characteristics. Dividends and capital gains, if any, are distributed annually. The fund is structured for individuals seeking exposure to the small and mid-cap U.S. equity market segment through a value-oriented strategy, and it requires a minimum initial investment for entry.
Fund Family CRM
Category Small Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CRMAX
Share Class Investor
Index Russell 2500 Value TR
CRMAX had a total return of 25.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.72%.
