About CRMSX
The CRM Small Cap Value Fund Investor Class is an open-end mutual fund that focuses on long-term capital appreciation by investing primarily in small-cap companies. The fund employs an active management strategy, typically holding between 35 and 50 stocks in its portfolio. It targets equity and equity-related securities of companies with market capitalizations aligned with those in the Russell 2000 Value Index, which, as of late 2024, ranges from approximately $11 million to $16.1 billion. The fund's holdings span various sectors, with significant allocations to financials, consumer discretionary, industrials, and technology. Overseen by an experienced team of investment professionals at Cramer Rosenthal McGlynn, LLC, the fund emphasizes diversification while also integrating considerations of stock-specific risks, sector exposures, and risk/reward profiles during portfolio construction. The CRM Small Cap Value Fund plays a notable role in providing investors exposure to undervalued small-cap segments of the U.S. equity market, contributing to portfolio diversification and reflecting the performance dynamics of smaller, often overlooked companies.
Fund Family CRM
Category Small Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CRMSX
Share Class Investor
Index Russell 2000 Value TR
CRMSX had a total return of 18.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.53%.
