Fund Mojo help you discover the best fund managers, funds, and related information

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

CRM Mid Cap Value Instl (CRIMX) Fund Ranking and Research

Ranking, Research and Recommendation of CRM Mid Cap Value Instl (CRIMX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of CRM Mid Cap Value Instl Fund (CRIMX) ManagerFund Manager - Jay Abramson

Fund Manager Information

Fund Manager Tenure: 19.9 years
Similar Funds: CRMMX 
Fund Family: CRM
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of CRM Mid Cap Value Instl Fund (CRIMX) ProfileCRM Mid Cap Value Instl Fund (CRIMX) Profile

Fund Profile and Description

CRM Mid Cap Value Instl Fund seeks long-term capital appreciation. CRM Mid Cap Value 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 Mid-cap Value Index (mid-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; and warrants on common stock.

 

CRM Mid Cap Value Instl (CRIMX) Fund Strength What we like about CRM Mid Cap Value Instl (CRIMX) Fund

Data for CRM Mid Cap Value Instl Fund (CRIMX) as of May 30, 2016

  • CRM Mid Cap Value Instl Fund (CRIMX) management has been with CRM Mid Cap Value Instl Fund for 19.9 years
  • CRM Mid Cap Value Instl Fund (CRIMX) has good short-term performance (1-year return 0.69% vs -4.08% Mid-Cap Blend category median performance)
  • CRM Mid Cap Value Instl Fund (CRIMX) has good mid-term performance (3-year return 9.45% vs 8.11% Mid-Cap Blend category median performance)
  • CRM Mid Cap Value Instl Fund (CRIMX) ratio of up-years vs down years is greater than 2
  • CRM Mid Cap Value Instl Fund (CRIMX) has a Morningstar rating of 4 and above
  • CRM Mid Cap Value Instl Fund (CRIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.39, lower than category average of 12.56
  • CRM Mid Cap Value Instl Fund (CRIMX) has a lower expense ratio than its Mid-Cap Blend average: 0.85% vs 1.15%
  • CRM Mid Cap Value Instl Fund (CRIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

CRM Mid Cap Value Instl Fund (CRIMX) Weakness What we are cautious about CRM Mid Cap Value Instl (CRIMX) Fund

Data for CRM Mid Cap Value Instl Fund (CRIMX) as of May 30, 2016

  • CRM Mid Cap Value Instl Fund (CRIMX) has a less-than-ideal Long-term performance (5-year return 8.33% vs 8.53% Mid-Cap Blend category median performance)
  • CRM Mid Cap Value Instl Fund (CRIMX) has an annual stock turnover rate of 105.00% that is higher than the Mid-Cap Blend average of 60.70%. This could mean CRM Mid Cap Value Instl is more nimble, but also signal potential high tax impact and high trading fees
See CRM Mid Cap Value Instl Fund (CRIMX) performance details as of May 30, 2016

 

What do you think?

 

Compare CRM Mid Cap Value Instl Fund (CRIMX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
CRM Mid Cap Value Instl9.240.699.458.33
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
Shelton S&P Midcap Index Direct (SPMIX)7.31-0.499.379.66Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare CRM Mid Cap Value Instl Fund (CRIMX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of CRM Mid Cap Value Instl Fund (CRIMX) Net Asset TrackingCRM Mid Cap Value Instl (CRIMX) Fund Net Asset

Track net asset change of CRM Mid Cap Value Instl fund (CRIMX)

DateNet Asset
05/2016$598.37M
03/2016$638.98M
02/2016$596.56M
More historic net asset information on CRM Mid Cap Value Instl Fund (CRIMX)

  

Graph of CRM Mid Cap Value Instl Fund (CRIMX) Portfolio TrackingCRM Mid Cap Value Instl (CRIMX) Fund Portfolio Allocation

Track portfolio allocation change of CRM Mid Cap Value Instl fund (CRIMX)

DateCashStockBondOther
03/20164.11%95.89%0%0%
12/20155.76%94.24%0%0%
09/20153.78%96.21%0%0%
Click here to see more historic asset allocation information on CRM Mid Cap Value Instl Fund (CRIMX)

 

graph of CRM Mid Cap Value Instl Fund (CRIMX) Top 10 Position TrackingTop 10 Holdings in CRM Mid Cap Value Instl (CRIMX) Fund

Discover what CRM Mid Cap Value Instl Fund (CRIMX) manager is buying

Mar 30, 2016
Tyco International plc (Ireland [3.17%]
CSRA Inc. Common Stock [2.86%]
Northern Trust Corporation [2.61%]
Zoetis Inc. Class A Common Stoc [2.59%]
C.R. Bard, Inc. Common Stock [2.57%]
NiSource Inc Common Stock [2.51%]
Laclede Grp [2.5%]
Carlisle Companies Incorporated [2.46%]
Mohawk Industries, Inc. Common [2.4%]
SunTrust Banks, Inc. Common Sto [2.38%]

Dec 30, 2015
CSRA Inc. Common Stock [3.65%]
American Water Works Company, I [2.91%]
Northern Trust Corporation [2.9%]
Zoetis Inc. Class A Common Stoc [2.69%]
IHS Inc. IHS Inc. Class A Commo [2.66%]
SunTrust Banks, Inc. Common Sto [2.66%]
C.R. Bard, Inc. Common Stock [2.44%]
J.M. Smucker Company (The) New [2.43%]
Computer Sciences Corporation C [2.41%]
Mohawk Industries, Inc. Common [2.29%]

Sep 29, 2015
C.R. Bard, Inc. Common Stock [3.62%]
Computer Sciences Corporation C [3.39%]
American Water Works Company, I [3.13%]
Aramark Common Stock [2.98%]
J.M. Smucker Company (The) New [2.87%]
American Campus Communities Inc [2.72%]
IHS Inc. IHS Inc. Class A Commo [2.61%]
PVH Corp. Common Stock [2.59%]
Equinix, Inc. [2.55%]
Tyco International plc (Ireland [2.53%]
Click here for Stock Holding Change Map in CRM Mid Cap Value Instl Fund (CRIMX)

  

Latest News on CRM Mid Cap Value Instl (CRIMX) Fund

See what is happening with CRM Mid Cap Value Instl Fund (CRIMX)

    No recent news

 

CRM Mid Cap Value Instl Fund (CRIMX) Related ResourcesSee more information on CRM Mid Cap Value Instl (CRIMX) Fund

Popular pages on CRM Mid Cap Value Instl (CRIMX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update