CRIAX Mutual Fund

CRIAX Mutual Fund (CRM Small/Mid Cap Value Fund Insti Cl) is managed by CRM Funds with $159.1M in net assets. CRIAX expense ratio is 1.02%, holding 45 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2004-09-01.

CRIAX performance shows a YTD return of 11.10%. The 1-year return is 19.67% and the 5-year return is 7.58%. CRIAX dividend yield stands at 0.47%.

CRIAX top holdings include Bio Techne (4.0%), Invesco Government & Agency Portfolio, Institutional Class (3.9%), Bankunited Inc (3.9%), Champion Homes Inc Common (3.8%), Regal Rexnord Corp (3.5%). Go to all CRIAX holdings, CRIAX sectors, or CRIAX dividends.

CRIAX can be compared against other funds. Use CRIAX overlap to find shared positions, or CRIAX vs another fund for a side-by-side view. CRIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.