Nasdaq - Delayed Quote USD

CRM Small/Mid Cap Value Inv (CRMAX)

10.43 -0.02 (-0.19%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund, under normal circumstances, invests at least 80% 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 S&P Mid Cap 400 Value Index (together, "small/mid cap companies") that are publicly traded on a U.S. securities market.

Fund Overview

Category Mid-Cap Blend
Fund Family CRM
Net Assets 233.33M
YTD Return 7.53%
Yield 0.59%
Morningstar Rating
Inception Date Sep 01, 2004

Performance & Risk

YTD Return -1.79%
5y Average Return 7.67%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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