CRMEX Mutual Fund

CRMEX Mutual Fund (CRM All Cap Value Fund Investor Class) is managed by CRM Funds with $7.1M in net assets. CRMEX expense ratio is 1.45%, holding 54 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2006-10-24.

CRMEX performance shows a YTD return of 14.10%. The 1-year return is 21.09% and the 5-year return is 7.94%. CRMEX dividend yield stands at 8.31%, paid annually.

CRMEX top holdings include Regal Rexnord Corp (4.2%), Mks Instruments Inc (3.6%), Champion Homes Inc Common (3.5%), Tetra Technologies Inc (3.5%), Qnity Electronics Inc (3.4%). Go to all CRMEX holdings, CRMEX sectors, or CRMEX dividends.

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