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    CRM Small/Mid Cap Value Inv (CRMAX)

    15.41 Down 0.07(0.45%) Jul 2
    Prev Close:15.48
    YTD Return*:5.44%
    Net Assets*:899.92M
    Yield*:0.51%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for CRMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BR3.00N/A
    PVH2.71N/A
    TKR2.65N/A
    AWK2.63N/A
    FHN2.57N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:899.92M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.07%

    Performance & Risk

    YTD Return:5.44%
    5y Avg Return:14.72%
    Rank in Category (ytd):27
    % Rank in Category (ytd):6.87%
    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
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