CRMGX Rating, Research - Crm Large Cap Opportunity Inv

Crm Large Cap Opportunity Inv (crmgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 99

Threats + Weaknesses = 71

When strengths & opportunities substantially exceed threats & weaknesses an investment in the crmgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Crm Large Cap Opportunity Inv (CRMGX) Description: CRMGX is a mutual fund, which is an investment that owns a basket of assets. The CRMGX mutual fund was provided by Crm and this investment vehicle derives the majority of its value from equity holdings (stocks). Crms mutual fund has a medium management tenure and is in the small fund size classification. CRMGXs minimum initial investment amount is $2500 while the IRA minimum is $2000. CRMGXs expense ratio is roughly 1%. The latest CRMGXs front end load was 0% and the back end load was 0%. The Crm Large Cap Opportunity Inv (CRMGX) mutual fund falls under the large-cap mixed category. CRMGX focuses its investments in USA and CRMGX is not affiliated with a particular industry or fund sector. The Crm Large Cap Opportunity Inv (CRMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CRMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CRMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests in the equity securities (see equity research) of companies that the adviser believes to be undervalued at current market prices. It may hold positions in the equity securities (see equity research) of small-, medium- and large-capitalization companies. The fund may invest in shares of closed-end investment companies, as well as exchange trade funds. It may invest indirectly in foreign securities by either purchasing ADRs or by investing companies and ETFs that holds foreign securities or ADRs.

Management Analysis Update

Performance Analysis Update