CRM Mutual Funds List
Here you can find all mutual funds issued by CRM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.26%
- Avg. 1 Year Return
- 29.51%
- Avg. 5 Year Return
- 6.38%
- Median Risk/Return Score
- 31 / 100
CRM Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | Aug 15, 2016 | 1.60% | 8.04% | — | 0.00% | 20 | ||||||||
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | Jan 6, 1998 | 0.98% | 9.91% | 10.24% | 5.41% | 31 | ||||||||
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | Sep 1, 2004 | 1.19% | 15.43% | 10.83% | 4.53% | 41 | ||||||||
| CRM All Cap Value Fund | Mid Cap Blend Equities | Oct 24, 2006 | 1.34% | 13.96% | 9.90% | 8.32% | 51 | ||||||||
| CRM Small Cap Value Fund | Small Cap Blend Equities | Sep 29, 1995 | 1.17% | 13.54% | 8.63% | 9.43% | 29 |
Explore top CRM Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best CRM Mutual funds by Risk/Return Score
The top CRM Mutual funds by PortfoliosLab Risk/Return Score are CRMEX (51) and CRMAX (41).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| CRM All Cap Value Fund | 51 | — | Oct 2006 | |
| CRM Small/Mid Cap Value Fund | 41 | — | Sep 2004 | |
| CRM Mid Cap Value Fund | 31 | — | Jan 1998 | |
| CRM Small Cap Value Fund | 29 | — | Sep 1995 | |
| CRM Long/Short Opportunities Fund | 20 | — | Aug 2016 |
Best-Performing CRM Mutual funds Over 5 Years
The top CRM Mutual funds is CRMEX (7.40%).
Across the lineup, CRM Mutual funds show an average 1-year return of 29.51% and an average 5-year return of 6.38%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| CRM All Cap Value Fund | 7.40% | — | Oct 2006 | |
| CRM Small/Mid Cap Value Fund | 6.63% | — | Sep 2004 | |
| CRM Small Cap Value Fund | 6.33% | — | Sep 1995 | |
| CRM Mid Cap Value Fund | 6.17% | — | Jan 1998 | |
| CRM Long/Short Opportunities Fund | 5.38% | — | Aug 2016 |
Lowest-Cost CRM Mutual funds
The top CRM Mutual funds is CRIMX (0.98%).
With an average expense ratio of 1.26%, CRM Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| CRM Mid Cap Value Fund | 0.98% | — | Jan 1998 | |
| CRM Small Cap Value Fund | 1.17% | — | Sep 1995 | |
| CRM Small/Mid Cap Value Fund | 1.19% | — | Sep 2004 | |
| CRM All Cap Value Fund | 1.34% | — | Oct 2006 | |
| CRM Long/Short Opportunities Fund | 1.60% | — | Aug 2016 |
Highest-Yield CRM Mutual funds
The top CRM Mutual funds is CRMSX (9.43%).
Across the lineup, CRM Mutual funds show an average dividend yield of 5.54%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| CRM Small Cap Value Fund | 9.43% | — | Sep 1995 | |
| CRM All Cap Value Fund | 8.32% | — | Oct 2006 | |
| CRM Mid Cap Value Fund | 5.41% | — | Jan 1998 | |
| CRM Small/Mid Cap Value Fund | 4.53% | — | Sep 2004 | |
| CRM Long/Short Opportunities Fund | 0.00% | — | Aug 2016 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CRIHX vs. QLEIXCRIHX vs. SNOIXCRIHX vs. SAOAXCRIHX vs. SPYCRIHX vs. BTPIXCRMEX vs. GABVXCRMEX vs. BIGTXCRMEX vs. GTSGXCRMEX vs. FSMDXCRMEX vs. AVEMXCRIMX vs. PREIXCRIMX vs. BIGTXCRIMX vs. GTSGXCRIMX vs. FSMDXCRIMX vs. DSMFXCRMAX vs. FTECCRMAX vs. SMDIXCRMAX vs. VMCPXCRMAX vs. VEMPXCRMAX vs. BIGTXCRMSX vs. TNVIXCRMSX vs. AZBIXCRMSX vs. HASCXCRMSX vs. AUERXCRMSX vs. SSLCX