CRM Small/Mid Cap Value Inv (CRMAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.24: the stock has moved about 24% more than 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 17, 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/Mid Cap Value Inv (CRMAX) trades at $12.28. CRM Small/Mid Cap Value Inv (CRMAX) focuses on investing in equity and equity-related securities of small and mid-cap U.S. and non-U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CRMAX: CRMAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
CRM Small/Mid Cap Value Inv (CRMAX) Financial Services Profile
CRM Small/Mid Cap Value Inv (CRMAX) is an asset management fund specializing in small to mid-cap value stocks, targeting companies within the Russell 2500 Value and S&P Mid Cap 400 Value indices. The fund operates in the competitive asset management sector, offering investors exposure to a diversified portfolio of value-oriented equities.
What Is the Investment Thesis for CRMAX?
CRMAX presents an investment opportunity for those seeking exposure to small and mid-cap value stocks. With a market capitalization of $0.23 billion and a beta of 1.24, the fund offers a potentially volatile investment vehicle within the asset management sector. A key value driver is the fund's focus on companies within the Russell 2500 Value and S&P Mid Cap 400 Value indices, providing a defined investment universe. Potential growth catalysts include favorable market conditions for small and mid-cap stocks, as well as successful stock selection by the fund's management team. However, the absence of a dividend yield may deter some investors. Potential risks include market volatility, economic downturns, and underperformance relative to its benchmark indices. The fund's performance will likely be influenced by broader economic trends and investor sentiment towards value stocks.
Based on FMP financials and quantitative analysis
CRMAX Key Highlights
Market capitalization of $0.23 billion indicates a relatively small fund size.
- Beta of 1.24 suggests higher volatility compared to the overall market.
- The fund invests at least 80% of its assets in equity and equity-related securities.
- Investment focus on companies within the Russell 2500 Value Index or the S&P Mid Cap 400 Value Index.
- Absence of dividend yield may not appeal to income-seeking investors.
Who Are CRMAX's Competitors?
CRMAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BRLVX American Beacon Bridgeway Large Cap Value Fund R5 Class | $30.83 | +0.23% | $255M | — |
| BWLIX American Beacon Bridgeway Large Cap Value Fund Investor Class | $30.42 | +0.23% | $255M | — |
| DALCX Dean Mid Cap Value | $29.63 | +0.17% | $256M | — |
| DOPIX BNY Mellon Opportunistic Small Cap Fund Class I | $36.09 | +1.09% | $236M | — |
| HDPMX Hodges Fund a series of Professionally Managed Portfolios | $96.22 | +0.72% | $293M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CRMAX's Key Strengths?
Focus on small and mid-cap value stocks.
- Diversified portfolio.
- Experienced investment management team.
- Established track record.
What Are CRMAX's Weaknesses?
Relatively small market capitalization.
- Absence of dividend yield.
- Higher beta compared to the overall market.
- Dependence on market conditions.
What Are the Key Risks for CRMAX?
Market volatility could negatively impact the fund's performance.
- Economic downturns could reduce investor demand for small and mid-cap stocks.
- Competition from other asset management firms could limit AUM growth.
- Underperformance relative to benchmark indices could lead to investor outflows.
What Are CRMAX's Competitive Advantages?
- Established investment process focused on small and mid-cap value stocks.
- Expertise in identifying undervalued companies with growth potential.
- Diversified portfolio reduces risk compared to individual stock investments.
What Does CRMAX Do?
CRM Small/Mid Cap Value Inv (CRMAX) is a fund focused on investing in small and mid-sized companies that are publicly traded on U.S. securities markets. The fund's investment strategy centers around allocating at least 80% of its assets to equity and equity-related securities of both U.S. and non-U.S. companies. These companies must have market capitalizations, at the time of initial purchase, that fall within the range of those included in the Russell 2500 Value Index or the S&P Mid Cap 400 Value Index. These indices serve as benchmarks for the fund's investment selections, guiding its focus on small to mid-cap value stocks. The fund provides investors with exposure to a diversified portfolio of value-oriented equities. By targeting companies within the specified market capitalization ranges, CRMAX aims to capture potential growth opportunities within the small to mid-cap segment. The fund's investment approach seeks to identify undervalued companies with the potential for long-term capital appreciation. CRMAX operates within the asset management industry, offering a specific investment product focused on value investing within the small to mid-cap space. The fund's performance is influenced by factors such as market conditions, economic trends, and the performance of the underlying companies in its portfolio. As of 2026, CRMAX continues to serve investors seeking exposure to small and mid-cap value stocks through a diversified and actively managed fund.
What Products and Services Does CRMAX Offer?
- Invests in equity and equity-related securities.
- Focuses on U.S. and non-U.S. companies.
- Targets small and mid-cap companies.
- Invests in companies within the Russell 2500 Value Index or S&P Mid Cap 400 Value Index range.
- Manages a diversified portfolio of value-oriented equities.
- Seeks long-term capital appreciation.
How Does CRMAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does CRMAX Operate In?
CRMAX operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. CRMAX's focus on small and mid-cap value stocks positions it within a specific niche of the broader asset management landscape. Competitors such as BRLVX, BWLIX, DALCX, DOPIX, and HDPMX offer similar investment strategies, creating a competitive environment. The fund's performance is dependent on its ability to generate returns that outperform its peers and benchmark indices.
Who Are CRMAX's Key Customers?
- Individual investors seeking exposure to small and mid-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 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -1.8%.
CRMAX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small and mid-cap value stocks.
- Diversified portfolio.
- Experienced investment management team.
- Established track record.
Bear Case
- Relatively small market capitalization.
- Absence of dividend yield.
- Higher beta compared to the overall market.
- Dependence on market conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CRMAX Latest News
No recent news available for CRMAX.
CRMAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CRMAX.
Price Targets
Wall Street price target analysis for CRMAX.
CRMAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CRMAX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About CRM Small/Mid Cap Value Inv (CRMAX) — Financials
What does CRM Small/Mid Cap Value Inv do?
CRM Small/Mid Cap Value Inv (CRMAX) is a fund that specializes in investing in small and mid-sized companies, both in the U.S. and internationally. The fund targets companies with market capitalizations that fall within the range of the Russell 2500 Value Index or the S&P Mid Cap 400 Value Index.
What are the main risks for CRMAX?
The main risks for CRMAX include market volatility, which can negatively impact the fund's performance due to its focus on small and mid-cap stocks. Economic downturns could also reduce investor demand for these types of stocks.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.