CRM Small/Mid Cap Value Inv (CRMAX) Research

Under typical market conditions, this fund dedicates a minimum of 80% of its total assets to stocks and other equity-linked investments. These holdings are focused on both American and international companies, specifically those with market capitalizations, at the point of initial acquisition, that fall within the spectrum defined by either the Russell 2500 Value Index or the S&P Mid Cap 400 Value Index. Furthermore, these smaller to medium-sized companies must have their shares publicly traded on a U.S. securities exchange.

Market snapshot

Symbol
CRMAX
Price
$13.17
Day change
+2.73%
Market cap
$285.7M
52-week range
9.67-13.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Bridgeway Large Cap Value Fund R5 Class (BRLVX)
  • American Beacon Bridgeway Large Cap Value Fund Investor Class (BWLIX)
  • Dean Mid Cap Value (DALCX)
  • BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)
  • Hodges Fund a series of Professionally Managed Portfolios (HDPMX)
  • Royce Small-Cap Value Fund - Service Class (RYVFX)
  • Sit Dividend Growth Fund Class I (SDVGX)
  • Sit Dividend Growth Fund Class S (SDVSX)

Open CRM Small/Mid Cap Value Inv (CRMAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.