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CRM Large Cap Opportunity Instl (CRIGX) Fund Ranking and Research

Ranking, Research and Recommendation of CRM Large Cap Opportunity Instl (CRIGX) Fund

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Graph of CRM Large Cap Opportunity Instl Fund (CRIGX) ManagerFund Manager - Jay Abramson

Fund Manager Information

Fund Manager Tenure: 13.9 years
Similar Funds: CRMGX 
Fund Family: CRM
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of CRM Large Cap Opportunity Instl Fund (CRIGX) ProfileCRM Large Cap Opportunity Instl Fund (CRIGX) Profile

Fund Profile and Description

CRM Large Cap Opportunity Instl Fund seeks long-term capital appreciation. CRM Large Cap Opportunity Instl Fund normally invests at least 80% of assets in a diversified portfolio of equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase similar to those in the Russell 1000 Value index (large-cap companies) that are publicly traded on a U.S. securities market. The equity and equity related securities include: common and preferred stocks; securities convertible into common stock; warrants on common stock.

 

CRM Large Cap Opportunity Instl (CRIGX) Fund Strength What we like about CRM Large Cap Opportunity Instl (CRIGX) Fund

Data for CRM Large Cap Opportunity Instl Fund (CRIGX) as of May 30, 2016

  • CRM Large Cap Opportunity Instl Fund (CRIGX) management has been with CRM Large Cap Opportunity Instl Fund for 13.9 years
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has good mid-term performance (3-year return 9.54% vs 9.43% Large Blend category median performance)
  • CRM Large Cap Opportunity Instl Fund (CRIGX) ratio of up-years vs down years is greater than 2
  • Asset base in CRM Large Cap Opportunity Instl Fund (CRIGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a lower expense ratio than its Large Blend average: 0.90% vs 1.02%
  • CRM Large Cap Opportunity Instl Fund (CRIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

CRM Large Cap Opportunity Instl Fund (CRIGX) Weakness What we are cautious about CRM Large Cap Opportunity Instl (CRIGX) Fund

Data for CRM Large Cap Opportunity Instl Fund (CRIGX) as of May 30, 2016

  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a less-than-ideal short-term performance (1-year return -1.68% vs -1.15% Large Blend category median performance)
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a less-than-ideal Long-term performance (5-year return 9.36% vs 10.15% Large Blend category median performance)
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a Morningstar rating of 3 and below
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has an annual stock turnover rate of 132.00% that is higher than the Large Blend average of 53.12%. This could mean CRM Large Cap Opportunity Instl is more nimble, but also signal potential high tax impact and high trading fees
  • CRM Large Cap Opportunity Instl Fund (CRIGX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.22 that is higher than category average of 11.67
See CRM Large Cap Opportunity Instl Fund (CRIGX) performance details as of May 30, 2016

 

What do you think?

 

Compare CRM Large Cap Opportunity Instl Fund (CRIGX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
CRM Large Cap Opportunity Instl5.46-1.689.549.36
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare CRM Large Cap Opportunity Instl Fund (CRIGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of CRM Large Cap Opportunity Instl Fund (CRIGX) Net Asset TrackingCRM Large Cap Opportunity Instl (CRIGX) Fund Net Asset

Track net asset change of CRM Large Cap Opportunity Instl fund (CRIGX)

DateNet Asset
05/2016$74.36M
03/2016$69.48M
02/2016$63.97M
More historic net asset information on CRM Large Cap Opportunity Instl Fund (CRIGX)

  

Graph of CRM Large Cap Opportunity Instl Fund (CRIGX) Portfolio TrackingCRM Large Cap Opportunity Instl (CRIGX) Fund Portfolio Allocation

Track portfolio allocation change of CRM Large Cap Opportunity Instl fund (CRIGX)

DateCashStockBondOther
03/20164.26%95.74%0%0%
12/20151.74%98.26%0%0%
09/20153.27%96.73%0%0%
Click here to see more historic asset allocation information on CRM Large Cap Opportunity Instl Fund (CRIGX)

 

graph of CRM Large Cap Opportunity Instl Fund (CRIGX) Top 10 Position TrackingTop 10 Holdings in CRM Large Cap Opportunity Instl (CRIGX) Fund

Discover what CRM Large Cap Opportunity Instl Fund (CRIGX) manager is buying

Mar 30, 2016
Occidental Petroleum Corporatio [3.77%]
NextEra Energy, Inc. Common Sto [3.71%]
Danaher Corporation Common Stoc [3.61%]
Zimmer Biomet Holdings, Inc. Co [3.46%]
Tyco International plc (Ireland [3.43%]
Broadcom Limited [3.39%]
Bank of America Corporation Com [3.13%]
PVH Corp. Common Stock [2.97%]
American Electric Power Company [2.93%]
Air Products and Chemicals, Inc [2.91%]

Dec 30, 2015
Synchrony Financial Common Stoc [4.64%]
Broadcom Corporation [3.73%]
NextEra Energy, Inc. Common Sto [3.53%]
Alphabet Inc. [3.5%]
Zimmer Biomet Holdings, Inc. Co [3.18%]
Equinix, Inc. [3.14%]
Procter & Gamble Company (The) [3.14%]
D/B/A Chubb Limited New Common [3.07%]
SunTrust Banks, Inc. Common Sto [3.07%]
Bank of America Corporation Com [2.99%]

Sep 29, 2015
Bank of America Corporation Com [3.91%]
Wells Fargo & Company Common St [3.58%]
SunTrust Banks, Inc. Common Sto [3.25%]
Visa Inc. [3.23%]
Allergan plc Ordinary Shares [3.23%]
Broadcom Corporation [3.23%]
MetLife, Inc. Common Stock [2.99%]
Procter & Gamble Company (The) [2.97%]
Pfizer, Inc. Common Stock [2.91%]
PVH Corp. Common Stock [2.72%]
Click here for Stock Holding Change Map in CRM Large Cap Opportunity Instl Fund (CRIGX)

  

Latest News on CRM Large Cap Opportunity Instl (CRIGX) Fund

See what is happening with CRM Large Cap Opportunity Instl Fund (CRIGX)

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CRM Large Cap Opportunity Instl Fund (CRIGX) Related ResourcesSee more information on CRM Large Cap Opportunity Instl (CRIGX) Fund

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