• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.29% Nasdaq Down 0.03%

    CRM Small/Mid Cap Value Inv (CRMAX)

    15.62 Down 0.03(0.19%) May 22
    Prev Close:15.65
    YTD Return*:2.99%
    Net Assets*:895.83M
    Yield*:0.52%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CRMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BR3.0018.15
    PVH2.71-17.54
    TKR2.65-6.19
    AWK2.633.06
    FHN2.576.04

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:895.83M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.07%

    Performance & Risk

    YTD Return:2.99%
    5y Avg Return:11.93%
    Rank in Category (ytd):53
    % Rank in Category (ytd):13.49%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. 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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback