Under ordinary circumstances, this fund allocates a minimum of 80% of its total assets to a blend of common stocks and other equity-linked investments. These holdings are in both U.S.-based and international businesses. A critical condition for inclusion is that, at the time of initial purchase, these companies must exhibit market capitalizations equivalent to those found within the Russell Midcap Value Index – a group commonly referred to as "mid-cap companies." Additionally, all such investments must be publicly traded on an American securities market.
What is the expense ratio of CRMMX?
CRM Mid Cap Value Inv (CRMMX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.
How big is CRMMX?
CRM Mid Cap Value Inv (CRMMX) manages $607.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
Is CRMMX actively managed or an index fund?
CRMMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
When was CRMMX launched?
CRM Mid Cap Value Inv (CRMMX) launched in September 2000 and is managed by the fund issuer.
How has CRMMX performed?
CRMMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
Under ordinary circumstances, this fund allocates a minimum of 80% of its total assets to a blend of common stocks and other equity-linked investments. These holdings are in both U.S.-based and international businesses. A critical condition for inclusion is that, at the time of initial purchase, these companies must exhibit market capitalizations equivalent to those found within the Russell Midcap Value Index – a group commonly referred to as "mid-cap companies." Additionally, all such investments must be publicly traded on an American securities market.
Cost Verdict
Is CRMMX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
