CRIMX Mutual Fund

CRIMX Mutual Fund

NAV$25.21
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Fund Essentials - as of Jun 30, 2026

Net Assets
$147M
Expense Ratio
1.01%
Dividend Yield (Current)
0.19%
Holdings
55
Inception Date
Jan 6, 1998
Fund Family
CRM Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+6.13%
1 Year+11.84%
3 Year+11.46%
5 Year+6.59%
10 Year+9.98%

Asset Allocation

Stocks: 97.00%
Cash: 3.00%
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Top Holdings

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TickerNameWeight
RRXRegal Rexnord Corp3.82%
MKSIMks Instruments Inc3.72%
SKYChampion Homes Inc Common3.50%
WWDWoodward Inc3.30%
TDYTeledyne Technologies Inc3.15%
Top 10 Concentration: 31.75%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.19%
Latest Distribution
$5.04
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CRIMX Mutual Fund Overview

CRIMX Mutual Fund (CRM Mid Cap Value Fund-Institutional Shares) is managed by CRM Funds with $147.0M in net assets. CRIMX expense ratio is 1.01%, holding 55 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1998-01-06.

CRIMX performance shows a YTD return of 6.13%. The 1-year return is 11.84% and the 5-year return is 6.59%. CRIMX dividend yield stands at 0.19%.

CRIMX top holdings include Regal Rexnord Corp (3.8%), Mks Instruments Inc (3.7%), Champion Homes Inc Common (3.5%), Woodward Inc (3.3%), Teledyne Technologies Inc (3.1%). Go to all CRIMX holdings, CRIMX sectors, or CRIMX dividends.

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