CRM Small Cap Value Fund (CRMSX) Fund Overview

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.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

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 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 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.

CRMSX Financials

CRMSX Latest News

No recent news available for CRMSX.

CRMSX Analyst Consensus

CRMSX MoonshotScore

CRM Small Cap Value Fund Financials Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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