CRM Small Cap Value Fund (CRMSX) Research

Under ordinary conditions, the fund dedicates at least 80% of its portfolio to common stocks and other equity-related instruments. These investments are in U.S. and non-U.S. companies, specifically those classified as 'small cap' because their market capitalization, at the point of initial acquisition, falls within the range of companies listed in the Russell 2000 Value Index. All such companies must be publicly traded on a U.S. securities exchange.

Market snapshot

Symbol
CRMSX
Price
$15.39
Day change
+2.19%
Market cap
$289.8M
52-week range
12-15.39
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Dunham Monthly Distribution Fund (DNMDX)
  • BNY Mellon Opportunistic Small Cap Fund (DSCVX)
  • Templeton Emerging Markets Fund (EMF)
  • Nuveen Small Cap Growth Opportunities Fund (FMPFX)
  • Hennessy Small Cap Financial Fund (HSFNX)
  • Mairs & Power Small Cap Fund (MSCFX)
  • Nuveen Small-Cap Value Opportunities Fund (NSCCX)
  • RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (OPP)

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