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CRM Small Cap Value Instl (CRISX) Fund Ranking and Research

Ranking, Research and Recommendation of CRM Small Cap Value Instl (CRISX) Fund

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

 

Graph of CRM Small Cap Value Instl Fund (CRISX) ManagerFund Manager - Brian M. Harvey

Fund Manager Information

Fund Manager Tenure: 7.1 years
Similar Funds: CRMSX 
Fund Family: CRM
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of CRM Small Cap Value Instl Fund (CRISX) ProfileCRM Small Cap Value Instl Fund (CRISX) Profile

Fund Profile and Description

CRM Small Cap Value Instl Fund seeks long-term capital appreciation. CRM Small 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 2000 Value Index (small-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 Small Cap Value Instl (CRISX) Fund Strength What we like about CRM Small Cap Value Instl (CRISX) Fund

Data for CRM Small Cap Value Instl Fund (CRISX) as of May 30, 2016

  • CRM Small Cap Value Instl Fund (CRISX) management has been with CRM Small Cap Value Instl Fund for 7.1 years
  • CRM Small Cap Value Instl Fund (CRISX) has good short-term performance (1-year return -1.57% vs -5.18% Small Blend category median performance)
  • CRM Small Cap Value Instl Fund (CRISX) has good mid-term performance (3-year return 8.11% vs 6.96% Small Blend category median performance)
  • CRM Small Cap Value Instl Fund (CRISX) ratio of up-years vs down years is greater than 2
  • Asset base in CRM Small Cap Value Instl Fund (CRISX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • CRM Small Cap Value Instl Fund (CRISX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.46, lower than category average of 14.58
  • CRM Small Cap Value Instl Fund (CRISX) has a lower expense ratio than its Small Blend average: 0.86% vs 1.22%
  • CRM Small Cap Value Instl Fund (CRISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

CRM Small Cap Value Instl Fund (CRISX) Weakness What we are cautious about CRM Small Cap Value Instl (CRISX) Fund

Data for CRM Small Cap Value Instl Fund (CRISX) as of May 30, 2016

  • CRM Small Cap Value Instl Fund (CRISX) has a less-than-ideal Long-term performance (5-year return 6.99% vs 7.84% Small Blend category median performance)
  • CRM Small Cap Value Instl Fund (CRISX) has a Morningstar rating of 3 and below
  • CRM Small Cap Value Instl Fund (CRISX) has an annual stock turnover rate of 83.00% that is higher than the Small Blend average of 52.13%. This could mean CRM Small Cap Value Instl is more nimble, but also signal potential high tax impact and high trading fees
See CRM Small Cap Value Instl Fund (CRISX) performance details as of May 30, 2016

 

What do you think?

 

Compare CRM Small Cap Value Instl Fund (CRISX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
CRM Small Cap Value Instl4.71-1.578.116.99
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
Shelton S&P Smallcap Index Direct (SMCIX)5.390.849.8410.68Compare

See top fund managers for Small Blend Category Funds

 

Compare CRM Small Cap Value Instl Fund (CRISX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of CRM Small Cap Value Instl Fund (CRISX) Net Asset TrackingCRM Small Cap Value Instl (CRISX) Fund Net Asset

Track net asset change of CRM Small Cap Value Instl fund (CRISX)

DateNet Asset
05/2016$377.43M
03/2016$371.23M
02/2016$337.91M
More historic net asset information on CRM Small Cap Value Instl Fund (CRISX)

  

Graph of CRM Small Cap Value Instl Fund (CRISX) Portfolio TrackingCRM Small Cap Value Instl (CRISX) Fund Portfolio Allocation

Track portfolio allocation change of CRM Small Cap Value Instl fund (CRISX)

DateCashStockBondOther
03/20164.64%95.36%0%0%
12/20153.95%96.05%0%0%
09/20153.57%96.43%0%0%
Click here to see more historic asset allocation information on CRM Small Cap Value Instl Fund (CRISX)

 

graph of CRM Small Cap Value Instl Fund (CRISX) Top 10 Position TrackingTop 10 Holdings in CRM Small Cap Value Instl (CRISX) Fund

Discover what CRM Small Cap Value Instl Fund (CRISX) manager is buying

Mar 30, 2016
CONMED Corporation [2.65%]
FTI Consulting, Inc. Common Sto [2.57%]
Regis Corporation Common Stock [2.55%]
MUELLER WATER PRODUCTS Common S [2.52%]
Black Hills Corporation Common [2.47%]
MB Financial Inc. [2.34%]
Laclede Grp [2.3%]
Sterling Bancorp [2.26%]
Associated Banc-Corp Common Sto [2.1%]
Geo Group Inc (The) REIT [2.1%]

Dec 30, 2015
CONMED Corporation [2.85%]
FTI Consulting, Inc. Common Sto [2.6%]
Sterling Bancorp [2.35%]
Black Hills Corporation Common [2.33%]
MUELLER WATER PRODUCTS Common S [2.24%]
Kennedy-Wilson Holdings Inc. Co [2.22%]
James River Group Holdings, Ltd [2.17%]
Stifel Financial Corporation Co [2.17%]
Mack-Cali Realty Corporation Co [2.15%]

Sep 29, 2015
Regis Corporation Common Stock [2.97%]
STERIS plc Ordinary Shares [2.75%]
FTI Consulting, Inc. Common Sto [2.69%]
CONMED Corporation [2.57%]
MB Financial Inc. [2.24%]
James River Group Holdings, Ltd [2.22%]
Sterling Bancorp [2.21%]
Kennedy-Wilson Holdings Inc. Co [2.1%]
Ciena Corporation Common Stock [2.1%]
Premier, Inc. [2.09%]
Click here for Stock Holding Change Map in CRM Small Cap Value Instl Fund (CRISX)

  

Latest News on CRM Small Cap Value Instl (CRISX) Fund

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CRM Small Cap Value Instl Fund (CRISX) Related ResourcesSee more information on CRM Small Cap Value Instl (CRISX) Fund

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