CRM All Cap Value Inv (CRMEX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CRM All Cap Value Inv (CRMEX) trades at $8.07 with AI Score 44/100 (Grade C). CRM All Cap Value Inv (CRMEX) is a fund that invests in equity and equity-related securities of both U. Market cap: $21.2M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for CRMEX: CRMEX 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 CRMEX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CRMEX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
CRM All Cap Value Inv (CRMEX) Financial Services Profile
CRM All Cap Value Inv (CRMEX) offers investors exposure to a diversified portfolio of U.S. and non-U.S. equities across all market capitalizations, primarily focusing on value-oriented investments within the asset management sector. The fund operates under the financial services umbrella, targeting publicly traded companies on U.S. markets.
What Is the Investment Thesis for CRMEX?
CRM All Cap Value Inv (CRMEX) presents an investment opportunity for those seeking diversified exposure to U.S. and non-U.S. equities across all market capitalizations. The fund's all-cap strategy allows it to potentially capture growth from emerging companies while also benefiting from the stability of established market leaders. A key value driver is the fund's ability to adapt to changing market conditions by adjusting its portfolio allocation across different market segments. The fund's investment approach focuses on identifying undervalued companies with strong growth potential, which could lead to long-term capital appreciation. However, potential investors may want to evaluate the fund's beta of 1.12, indicating higher volatility compared to the market. The absence of dividends may also be a drawback for income-seeking investors. The fund's performance is subject to market fluctuations and the success of its investment strategies.
Based on FMP financials and quantitative analysis
CRMEX Key Highlights
CRMEX invests at least 80% of its assets in equity and equity-related securities.
- The fund invests in both U.S. and non-U.S. companies publicly traded on U.S. securities markets.
- CRMEX has no limits on the market capitalizations of the companies in which the fund may invest.
- The fund operates within the asset management industry, a segment of the financial services sector.
- CRMEX has a market capitalization of $21.2M.
Who Are CRMEX's Competitors?
CRMEX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BXEAX MassMutual Emerg Mkts Dbt Blnded TR A | $7.60 | +0.02% | $778M | 55 |
| BXEYX MassMutual Emerg Mkts Dbt Blnded TR Y | $7.59 | +0.00% | $23.4M | 46 |
| MGPIX ProFunds Mid Cap Growth Fund Investor Class | $127.35 | -1.07% | $28.5M | 47 |
| OTRGX OnTrack Core Fund Advisor Class Shares | $51.96 | -0.08% | $20.0M | 44 |
| PRSD State Street Short Duration IG Public & Private Credit ETF | $25.00 | +0.18% | $25.1M | 44 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
| ALTEX Firsthand Alternative Energy Fund | $12.93 | -1.90% | $8.98M | 82 |
| IDKFF ThreeD Capital Inc. | $0.07 | +13.85% | $6.98M | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CRMEX's Key Strengths?
Diversified investment approach across market caps.
- Exposure to both U.S. and non-U.S. equities.
- Flexibility to adapt to changing market conditions.
- Focus on value-oriented investments.
What Are CRMEX's Weaknesses?
Higher volatility compared to the market (beta of 1.12).
- Absence of dividends may deter income-seeking investors.
- Performance subject to market fluctuations.
- Relatively small market capitalization ($0.02 billion).
What Could Drive CRMEX Stock Higher?
Potential for market appreciation in undervalued stocks.
- Successful implementation of ESG investing strategies.
- Launch of new thematic investment products.
- Strategic partnerships and acquisitions.
What Are the Key Risks for CRMEX?
Market volatility and economic downturns.
- Underperformance of selected investments.
- Changes in investor preferences and market trends.
- Intense competition in the asset management industry.
What Are the Growth Opportunities for CRMEX?
- Expansion into ESG Investing: CRM All Cap Value Inv (CRMEX) can capitalize on the growing demand for ESG-focused investments. By incorporating ESG factors into its investment selection process, the fund can attract a new segment of investors who prioritize sustainability and social responsibility. Timeline: Within the next 2-3 years.
- Increased Focus on International Markets: CRMEX can further diversify its portfolio by increasing its exposure to international markets. By identifying undervalued companies in emerging economies, the fund can potentially generate higher returns and reduce its overall risk. The global equity market offers a vast array of investment opportunities, and CRMEX can leverage its expertise to capitalize on these opportunities. Timeline: Ongoing.
- Development of Thematic Investment Products: CRMEX can develop thematic investment products that focus on specific sectors or trends, such as technology, healthcare, or renewable energy. These thematic funds can attract investors who are interested in specific areas of the market and provide CRMEX with a competitive advantage. Thematic investing is becoming increasingly popular, and CRMEX can position itself as a leader in this space. Timeline: Within the next 1-2 years.
- Enhancement of Digital Marketing and Investor Education: CRMEX can enhance its digital marketing efforts to reach a wider audience of potential investors. By creating informative content and engaging with investors on social media, the fund can increase its brand awareness and attract new clients. Investor education is also crucial, and CRMEX can provide resources to help investors make informed decisions. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: CRMEX can explore strategic partnerships and acquisitions to expand its reach and capabilities. By partnering with other financial institutions or acquiring smaller asset management firms, CRMEX can increase its assets under management and gain access to new markets and technologies. Strategic alliances can also help CRMEX to improve its investment strategies and enhance its overall performance. Timeline: Ongoing.
What Threats Does CRMEX Face?
- Intense competition in the asset management industry.
- Market downturns and economic uncertainty.
- Changes in regulatory requirements.
- Increasing demand for passive investment strategies.
What Are CRMEX's Competitive Advantages?
- Established investment process and expertise.
- Diversified portfolio across market capitalizations.
- Access to U.S. and non-U.S. equity markets.
What Does CRMEX Do?
CRM All Cap Value Inv (CRMEX) is a fund designed to provide investors with access to a diversified portfolio of equity and equity-related securities. The fund's strategy revolves around investing at least 80% of its assets in companies publicly traded on U.S. securities markets, encompassing both U.S. and non-U.S. entities. This approach allows the fund to tap into a broad range of investment opportunities across different geographies. CRMEX distinguishes itself by not imposing any limitations on the market capitalizations of the companies it invests in, providing flexibility to allocate capital across small-cap, mid-cap, and large-cap stocks. This all-cap strategy enables the fund to potentially capture growth from emerging companies while also benefiting from the stability of established market leaders. The fund operates within the asset management industry, a segment of the financial services sector that focuses on managing investment portfolios on behalf of individuals and institutions. CRMEX aims to deliver value to its investors by carefully selecting securities that align with its investment objectives, leveraging its expertise in fundamental analysis and market research. The fund's investment decisions are guided by a disciplined approach, seeking to identify undervalued companies with strong growth potential.
What Products and Services Does CRMEX Offer?
- Invests in equity and equity-related securities.
- Focuses on U.S. and non-U.S. companies.
- Targets companies publicly traded on U.S. securities markets.
- Operates without market capitalization limits.
- Manages investment portfolios on behalf of investors.
- Seeks to identify undervalued companies with growth potential.
- Provides diversified exposure to various market segments.
How Does CRMEX Make Money?
- Generates revenue through management fees charged to investors.
- Invests in a diversified portfolio of equity securities.
- Aims to achieve long-term capital appreciation for its investors.
What Industry Does CRMEX Operate In?
CRM All Cap Value Inv (CRMEX) operates within the asset management industry, which is a segment of the broader financial services sector. The asset management industry is characterized by intense competition, with numerous firms vying for investor capital. Market trends such as the increasing demand for passive investment strategies and the growing importance of ESG (environmental, social, and governance) factors are shaping the industry landscape. CRMEX competes with other asset management firms such as BXEAX, BXEYX, MGPIX, OTRGX, and PRSD. The fund's all-cap strategy and focus on value-oriented investments differentiate it from some of its competitors.
Who Are CRMEX's Key Customers?
- Individual investors seeking diversified equity exposure.
- Institutional investors looking for value-oriented investments.
- Retirement plans and other investment vehicles.
CRMEX Valuation & Market Position
With a $21.2M market cap, CRM All Cap Value Inv sits in the micro-cap segment of the market. Relative to its peer group, CRMEX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for CRM All Cap Value Inv stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CRMEX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CRMEX Financials
Bull Case vs Bear Case
Bull Case
- Diversified investment approach across market caps.
- Exposure to both U.S. and non-U.S. equities.
- Flexibility to adapt to changing market conditions.
- Focus on value-oriented investments.
Bear Case
- Higher volatility compared to the market (beta of 1.12).
- Absence of dividends may deter income-seeking investors.
- Performance subject to market fluctuations.
- Relatively small market capitalization ($0.02 billion).
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CRMEX Latest News
No recent news available for CRMEX.
CRMEX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CRMEX.
Price Targets
Wall Street price target analysis for CRMEX.
CRMEX MoonshotScore
What does this score mean?
The MoonshotScore rates CRMEX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About CRM All Cap Value Inv (CRMEX) — Financial Services
What does the AI Score mean for CRMEX?
CRMEX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. CRM All Cap Value Inv (CRMEX) is a fund that invests in equity and equity-related securities of both U.S. and non-U.S. companies publicly traded on U.S. securities markets, without market …
What does CRM All Cap Value Inv do?
CRM All Cap Value Inv (CRMEX) is a fund that invests in a diversified portfolio of equity and equity-related securities of both U.S. and non-U.S. companies publicly traded on U.S. securities markets. The fund's strategy revolves around identifying undervalued companies with strong growth potential across all market capitalizations.
What are the main risks for CRMEX?
CRM All Cap Value Inv (CRMEX) faces several risks inherent to its investment strategy and the broader market environment. Market volatility and economic downturns pose a significant threat, as they can negatively impact the value of the fund's holdings.
What regulatory challenges does CRM All Cap Value Inv face?
As an asset management fund, CRM All Cap Value Inv (CRMEX) is subject to extensive regulatory oversight from bodies like the Securities and Exchange Commission (SEC) in the U.S. These regulations cover various aspects of the fund's operations, including reporting requirements, investment restrictions, and compliance procedures. The fund must adhere to strict guidelines to protect investors and maintain market integrity.
How sensitive is CRMEX to interest rate changes?
CRM All Cap Value Inv (CRMEX) is indirectly sensitive to interest rate changes through their impact on the broader equity market and the valuations of the companies in which the fund invests. Rising interest rates can lead to higher borrowing costs for companies, potentially impacting their profitability and growth prospects.
What are the key factors to evaluate for CRMEX?
CRM All Cap Value Inv (CRMEX) holds an AI score of 44/100 (low). CRM All Cap Value Inv (CRMEX) presents an investment opportunity for those seeking diversified exposure to U.S. Not financial advice.
How frequently does CRMEX data refresh on this page?
CRMEX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CRMEX's recent stock price performance?
CRM All Cap Value Inv (CRMEX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment approach across market caps. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CRMEX overvalued or undervalued right now?
CRM All Cap Value Inv (CRMEX) 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.
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.
- AI analysis pending for CRMEX, limiting insights.
- Financial data based on available information and may be subject to change.