• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.48% Nasdaq Up 0.29%

    CRM Small/Mid Cap Value Inv (CRMAX)

    12.96 Up 0.01(0.08%) May 31
    Prev Close:12.95
    YTD Return*:3.79%
    Net Assets*:637.82M
    Yield*:N/A

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for CRMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    VC3.28N/A
    UIL2.74N/A
    CSRA2.57N/A
    QGEN2.55N/A
    AWK2.42N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:637.82M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.08%

    Performance & Risk

    YTD Return:3.79%
    5y Avg Return:6.48%
    Rank in Category (ytd):32
    % Rank in Category (ytd):7.26%
    Beta (3y):1.01
    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