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Fund Intelligence | Best Managers | CRIAX Insights | CRIAX Score | CRIAX Performance | CRIAX Manager | CRIAX News | CRIAX Allocation | CRIAX Holdings Change

Mutual Fund Insights: CRM Small/Mid Cap Value Inst Fund (CRIAX)

In-depth Analysis of CRM Small/Mid Cap Value Inst Fund (CRIAX)

Mutual fund chart: CRM Small/Mid Cap Value Inst Fund (CRIAX)

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See CRM Small/Mid Cap Value Inst Fund (CRIAX) performance details as of February 28, 2010

  

    Last Trade: $13.14 on 3/19/2010, Change: -0.05 (-0.38%)
Experiment our closing price forecasting tool for CRM Small/Mid Cap Value Inst Fund (CRIAX) (alpha release)

  

Fund Manager - Jay B. Abramson

Fund Manager Tenure: 5.6 years   [Similar Funds: CRMAX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Jay B. Abramson is chief investment officer, president, and co-portfolio manager at CRM. Jay B. Abramson joined CRM as a portfolio manager in 1985.  Get more insights on Jay B. Abramson

  

What we like about CRM Small/Mid Cap Value Inst Fund (CRIAX) What we like about CRM Small/Mid Cap Value Inst Fund (CRIAX)

Data for CRM Small/Mid Cap Value Inst Fund (CRIAX) as of February 28, 2010

  • CRM Small/Mid Cap Value Inst Fund (CRIAX) management has been with CRM Small/Mid Cap Value Inst Fund for 5.6 years
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has good Long-term performance (5-year return 4.31% vs 1.65 % Mid-Cap Blend category average)
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) ratio of up-years vs down years is greater than 2
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has a Morningstar rating of 4 and above
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.81, lower than category average of 24.26
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has a lower management fee than its Mid-Cap Blend average: 0.93% vs 1.38%
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about CRM Small/Mid Cap Value Inst Fund (CRIAX) What we are cautious about CRM Small/Mid Cap Value Inst Fund (CRIAX)

Data for CRM Small/Mid Cap Value Inst Fund (CRIAX) as of February 28, 2010

  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has a less-than-ideal short-term performance (1-year return 44.22% vs 65.14 % Mid-Cap Blend category average)
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has a less-than-ideal mid-term performance (3-year return -2.40% vs -5.22 % Mid-Cap Blend category average)
  • CRM Small/Mid Cap Value Inst Fund (CRIAX) has an annual stock turnover rate of 110.00% that is higher than the Mid-Cap Blend average of 98.84%. This could mean CRM Small/Mid Cap Value Inst is more nimble, but also signal potential high tax impact and high trading fees
See CRM Small/Mid Cap Value Inst Fund (CRIAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Blend category?

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CRM Small/Mid Cap Value Inst Fund (CRIAX) Net Asset

Track net asset change of CRM Small/Mid Cap Value Inst fund (CRIAX)

DateNet Asset
02/2010$416.89M
01/2010$348.52M
11/2009$301.03M
More historic net asset information on CRM Small/Mid Cap Value Inst Fund (CRIAX)

  

CRM Small/Mid Cap Value Inst Fund (CRIAX) Portfolio Allocation

Track portfolio allocation change of CRM Small/Mid Cap Value Inst fund (CRIAX)

DateCashStockBondOther
09/20093.36%96.64%0%0%
06/20095.62%94.38%0%0%
03/20095.77%94.23%0%0%
Click here to see more historic asset allocation information on CRM Small/Mid Cap Value Inst Fund (CRIAX)

  

Most Recent Top 10 Holdings in CRM Small/Mid Cap Value Inst Fund (CRIAX)

Discover what CRM Small/Mid Cap Value Inst Fund (CRIAX) manager is buying

30-Sep-09
BARD C R INC [2.9%]
RALCORP HOLDINGS INC [2.67%]
SUNTRUST BANKS [2.49%]
BMC Software, Inc. [2.48%]
SYNIVERSE HLGS INC [2.4%]
INTERPUBLIC GROUP [2.29%]
MANPOWER INC [2.15%]
COOPER COS INC [2.13%]
GREIF INC CL A [2.12%]

30-Jun-09
THE NEW D&B CORP [3.65%]
B M C SOFTWARE [3.23%]
BARD C R INC [3.17%]
RALCORP HOLDINGS INC [2.95%]
Blackrock Liquidity Fds [2.88%]
GOODRICH CORPORATION [2.52%]
COOPER COS INC [2.39%]
EDWARDS LIFESCIENCES [2.39%]
FIDELITY NAT INF SVC [2.35%]

31-Mar-09
THE NEW D&B CORP [3.65%]
B M C SOFTWARE [3.23%]
BARD C R INC [3.17%]
RALCORP HOLDINGS INC [2.95%]
Blackrock Liquidity Fds [2.88%]
GOODRICH CORPORATION [2.52%]
COOPER COS INC [2.39%]
EDWARDS LIFESCIENCES [2.39%]
FIDELITY NAT INF SVC [2.35%]

Click here for Stock Holding Change Map in CRM Small/Mid Cap Value Inst Fund (CRIAX)

  

Related books and products to CRM Small/Mid Cap Value Inst Fund (CRIAX)

  

Latest News on CRM Small/Mid Cap Value Inst (CRIAX)

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