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
- 25.96%
- Avg. 5 Year Return
- 7.72%
- Median Risk/Return Score
- 59 / 100
CRM Mutual Funds List
3 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 Mid Cap Value Fund | Mid Cap Blend Equities | Jan 6, 1998 | 0.98% | 14.06% | 10.46% | 5.21% | 42 | ||||||||
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | Sep 1, 2004 | 1.19% | 20.39% | 11.15% | 4.34% | 64 | ||||||||
| CRM All Cap Value Fund | Mid Cap Blend Equities | Oct 24, 2006 | 1.34% | 15.97% | 9.92% | 8.18% | 59 |
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.
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5 Years
Best CRM Mutual funds by Risk/Return Score
The top CRM Mutual funds by PortfoliosLab Risk/Return Score are CRMAX (64) and CRMSX (62).
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 Small/Mid Cap Value Fund | 64 | — | Sep 2004 | |
| CRM Small Cap Value Fund | 62 | — | Sep 1995 | |
| CRM All Cap Value Fund | 59 | — | Oct 2006 | |
| CRM Mid Cap Value Fund | 42 | — | Jan 1998 | |
| CRM Long/Short Opportunities Fund | 30 | — | Aug 2016 |
Best-Performing CRM Mutual funds Over 5 Years
The top CRM Mutual funds is CRMSX (8.59%).
Across the lineup, CRM Mutual funds show an average 1-year return of 25.96% and an average 5-year return of 7.72%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| CRM Small Cap Value Fund | 8.59% | — | Sep 1995 | |
| CRM All Cap Value Fund | 8.48% | — | Oct 2006 | |
| CRM Small/Mid Cap Value Fund | 8.29% | — | Sep 2004 | |
| CRM Mid Cap Value Fund | 7.33% | — | Jan 1998 | |
| CRM Long/Short Opportunities Fund | 5.91% | — | 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 (8.95%).
Across the lineup, CRM Mutual funds show an average dividend yield of 5.34%, 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 | 8.95% | — | Sep 1995 | |
| CRM All Cap Value Fund | 8.18% | — | Oct 2006 | |
| CRM Mid Cap Value Fund | 5.21% | — | Jan 1998 | |
| CRM Small/Mid Cap Value Fund | 4.34% | — | Sep 2004 | |
| CRM Long/Short Opportunities Fund | 0.00% | — | Aug 2016 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.