CRM Small Cap Value Fund Class Institutional (CRISX)

$14.31
F Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Small Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
CRM Small Cap Value Fund Class Institutional 43 1.16 -20.72% -5.88% 0.85%
U.S. Small Cap - Value 43 1.16 -14.93% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 13.12% 18.87% -5.74%
Year-to-Date -20.72% -14.93% -5.79%
1 Year -15.14% -4.24% -10.90%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

43%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 43% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.85%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,077

Real cost (fees + lost compounding)

$1,333

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-8.88%