CRMMX Rating, Research - Crm Mid Cap Value Inv

Crm Mid Cap Value Inv (crmmx)

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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 = 54

Threats + Weaknesses = 35

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests at least 80% of net assets in equities of medium-capitalization companies. It may invest up to 20% of assets in equity securities (see equity research) of companies other than medium-capitalization companies. The fund may also invest up to 25% of assets in securities of foreign issuers.

Management Analysis Update

The crmmx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update