CRM Small Cap Value Fund (CRMSX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.02: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCRM Small Cap Value Fund (CRMSX) trades at $14.78. CRM Small Cap Value Fund (CRMSX) invests in small-cap companies publicly traded on U.S. securities markets. Sector: Financial services.
Price as of Sep 11, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for CRMSX: CRMSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CRMSX against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
CRM Small Cap Value Fund (CRMSX) Financial Services Profile
CRM Small Cap Value Fund (CRMSX) is an asset management fund focusing on undervalued small-cap companies within the Russell 2000 Value Index. The fund seeks long-term capital appreciation through investments in U.S. and non-U.S. publicly traded equity and equity-related securities, maintaining a beta of 1.02.
What Is the Investment Thesis for CRMSX?
CRM Small Cap Value Fund presents a focused investment strategy targeting undervalued small-cap companies. With a market capitalization of $0.23 billion and a beta of 1.02, the fund offers exposure to a segment of the market with potential for high growth but also comes with inherent volatility. The fund's success hinges on its ability to identify and capitalize on undervalued opportunities within the Russell 2000 Value Index. Key value drivers include the fund's stock-picking expertise and its ability to navigate market fluctuations. A potential catalyst is the increasing investor interest in small-cap value stocks. However, the fund faces risks associated with market downturns and the performance of its underlying holdings. The absence of dividend yield may deter some investors seeking regular income.
Based on FMP financials and quantitative analysis
CRMSX Key Highlights
Market capitalization of $0.23 billion indicates the fund's focus on small-cap companies.
- Beta of 1.02 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 80% of its assets in equity and equity-related securities.
- Investments are focused on companies within the range of the Russell 2000 Value Index.
- The fund's objective is to achieve long-term capital appreciation.
Who Are CRMSX's Competitors?
CRMSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DNMDX Dunham Monthly Distribution Fund | $28.31 | -0.04% | $308M | — |
| DSCVX BNY Mellon Opportunistic Small Cap Fund | $35.73 | +1.05% | $236M | — |
| EMF Templeton Emerging Markets Fund | $22.62 | +0.85% | $338M | — |
| FMPFX Nuveen Small Cap Growth Opportunities Fund | $39.68 | -1.20% | $275M | — |
| HSFNX Hennessy Small Cap Financial Fund | $30.89 | +0.49% | $267M | — |
| BX Blackstone Inc. | $129.75 | +3.46% | $157B | 705-pillar |
| IVSXF Investor AB (publ) | $42.20 | 0.00% | $129B | 599-signal |
| BAM Brookfield Asset Management | $47.24 | -1.01% | $75.4B | 575-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.
What Are CRMSX's Key Strengths?
Focus on undervalued small-cap companies.
- Experienced investment team.
- Disciplined investment process.
- Potential for high growth.
What Are CRMSX's Weaknesses?
Small market capitalization.
- Lack of dividend yield.
- Vulnerability to market downturns.
- Dependence on stock-picking expertise.
What Could Drive CRMSX Stock Higher?
Potential for increased investor interest in small-cap value stocks.
- Successful identification and capitalization on undervalued opportunities.
- Potential for market corrections creating buying opportunities.
What Are the Key Risks for CRMSX?
Market downturns negatively impacting fund performance.
- Underperformance of underlying holdings.
- Competition from other asset management firms.
- Fluctuations in the small-cap equity market.
What Are the Growth Opportunities for CRMSX?
- Increased Investor Interest in Small-Cap Value: A shift in investor sentiment towards small-cap value stocks could drive increased inflows into CRMSX. As investors seek diversification and higher potential returns, small-cap value stocks may become more attractive. The market size for small-cap value investments is substantial, with trillions of dollars in assets under management globally. This trend is expected to continue over the next 3-5 years, providing a tailwind for CRMSX.
- Expansion of Investment Universe: The fund could expand its investment universe by exploring new sectors or geographies within the small-cap market. This would allow CRMSX to tap into new sources of alpha and diversify its portfolio. The global small-cap market offers a wide range of opportunities, with companies operating in various industries and regions. This expansion could be implemented gradually over the next 2-3 years.
- Enhanced Marketing and Distribution: Improving the fund's marketing and distribution efforts could attract new investors and increase assets under management. This could involve partnering with financial advisors, participating in industry conferences, and leveraging digital marketing channels. The asset management industry is highly competitive, and effective marketing is crucial for attracting and retaining clients. These efforts could yield results within the next 1-2 years.
- Development of New Investment Products: CRMSX could develop new investment products that complement its existing small-cap value strategy. This could include thematic funds focused on specific sectors or ESG-oriented funds that align with investors' values. The demand for specialized investment products is growing, and CRMSX could capitalize on this trend by offering innovative solutions. New products could be launched within the next 2-3 years.
- Strategic Partnerships and Acquisitions: Forming strategic partnerships or acquiring smaller asset management firms could expand CRMSX's reach and expertise. This could provide access to new markets, investment strategies, and talent. The asset management industry is consolidating, and strategic partnerships and acquisitions are becoming increasingly common. Such initiatives could be pursued over the next 3-5 years.
What Threats Does CRMSX Face?
- Market volatility.
- Competition from other asset management firms.
- Regulatory changes.
- Economic slowdown.
What Are CRMSX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced investment team with expertise in analyzing small-cap companies.
- Disciplined investment process focused on identifying undervalued opportunities.
What Does CRMSX Do?
CRM Small Cap Value Fund (CRMSX) is an asset management fund based in Greenwich, US. The fund specializes in investing in small-cap companies, primarily focusing on those publicly traded on U.S. securities markets. The fund's investment strategy revolves around identifying undervalued companies within the Russell 2000 Value Index and allocating at least 80% of its assets to equity and equity-related securities of both U.S. and non-U.S. companies. The fund's objective is to achieve long-term capital appreciation for its investors. By concentrating on small-cap companies, CRMSX aims to capitalize on the growth potential and market inefficiencies often found in this segment of the market. The fund's investment decisions are guided by a rigorous research process and a value-oriented approach, seeking companies with strong fundamentals and attractive valuations. CRMSX operates within the broader asset management industry, providing investment solutions to a range of clients seeking exposure to the small-cap equity market. The fund's performance is benchmarked against the Russell 2000 Value Index, reflecting its focus on value-oriented small-cap investments.
What Products and Services Does CRMSX Offer?
- Invests in equity and equity-related securities of small-cap companies.
- Focuses on companies within the market capitalization range of the Russell 2000 Value Index.
- Targets companies publicly traded on U.S. securities markets.
- Aims to achieve long-term capital appreciation for investors.
- Conducts research to identify undervalued companies.
- Manages a portfolio of small-cap value stocks.
How Does CRMSX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the fund's average net asset value.
- Performance-based fees may also be charged if the fund outperforms its benchmark.
What Industry Does CRMSX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. CRM Small Cap Value Fund operates within this landscape, focusing specifically on small-cap value investments. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. The fund's performance is closely tied to the performance of the small-cap equity market and its ability to outperform its benchmark, the Russell 2000 Value Index. Trends in the industry include the increasing demand for passive investment strategies and the growing importance of ESG (Environmental, Social, and Governance) factors.
Who Are CRMSX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 44 |
| 2026-08-26 | 44 |
| 2026-08-29 | 44 |
| 2026-09-01 | 44 |
| 2026-09-04 | 44 |
| 2026-09-07 | 44 |
| 2026-09-10 | 44 |
What changed?
The score has stayed at 44.
Over the same 18 days the stock moved -2.7%.
CRMSX Financials
Bull Case vs Bear Case
Bull Case
- Focus on undervalued small-cap companies.
- Experienced investment team.
- Disciplined investment process.
- Potential for high growth.
Bear Case
- Small market capitalization.
- Lack of dividend yield.
- Vulnerability to market downturns.
- Dependence on stock-picking expertise.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CRMSX Latest News
No recent news available for CRMSX.
CRMSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CRMSX.
Price Targets
Wall Street price target analysis for CRMSX.
CRMSX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CRMSX; grades run from A+ (80-100) to F (below 30).
CRM Small Cap Value Fund Financial Services Stock: Key Questions Answered
Is CRMSX a good stock?
Stock Expert AI does not rate CRMSX buy, sell or hold. CRM Small Cap Value Fund has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
How does CRM Small Cap Value Fund generate revenue?
CRM Small Cap Value Fund generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically calculated as a percentage of the fund's average net asset value. In some cases, the fund may also charge performance-based fees if it outperforms its benchmark, the Russell 2000 Value Index.
What are the key factors to evaluate for CRMSX?
Evaluate CRMSX on fundamentals, analyst consensus, and risk factors. Key value drivers include the fund's stock-picking expertise and its ability to navigate market fluctuations. Not financial advice.
How frequently does CRMSX data refresh on this page?
CRMSX's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CRMSX's recent stock price performance?
CRM Small Cap Value Fund (CRMSX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on undervalued small-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CRMSX overvalued or undervalued right now?
CRM Small Cap Value Fund (CRMSX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of CRMSX?
Yes, most major brokerages offer fractional shares of CRM Small Cap Value Fund (CRMSX) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track CRMSX's earnings and financial reports?
CRM Small Cap Value Fund (CRMSX) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for CRMSX earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.