CRM Small Cap Value Fund
CRMSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10022 Greenwich CT United States of America 06830
- IPO Date
- Sep 29, 1995
- CIK
- 0001322252
- Website
- crmfunds.com
- Similar Companies
- Business
- CRM Small Cap Value Fund (CRMSX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in a diversified portfolio of equity and equity-related securities of small-cap companies with market capitalizations at the time of initial purchase similar to those in the Russell 2000 Value Index and publicly traded on U.S. securities markets; the fund typically holds 35 to 50 stocks, selected through bottom-up fundamental analysis that considers stock-specific risks, sector weightings, and risk/reward characteristics, supported by a team of investment professionals. Investor Class shares (CRMSX) and Institutional Class shares (CRISX) are offered, with net expense ratios of 1.28% and 1.10%, respectively, minimum initial investments of $2,500 and $1,000,000, and assets under management of approximately $82 million as of late 2025. The fund operates in the small blend category, targeting institutional and individual investors focused on U.S. small-cap value equities. Managed by Cramer Rosenthal McGlynn, LLC (CRM), a 100% employee-owned value equity investment adviser founded in 1973 and headquartered in Stamford, Connecticut, the fund benefits from CRM's time-tested philosophy emphasizing change, neglect, and intrinsic business value in the U.S. small and mid-cap space. CRM, with over $2 billion in assets under management across separate accounts, mutual funds, UCITS, and private funds, integrates environmental, social, and governance (ESG) analysis into its process and engages portfolio companies on material ESG matters. Investor Class shares (CRMSX) were incepted on October 1, 1995, with predecessor performance dating to September 29, 1995. Recent developments include a March 14, 2025, prospectus supplement confirming Brian M. Harvey, CFA, Co-Chief Executive Officer and Chief Investment Officer of CRM, as continuing portfolio manager alongside Bernard Frojmovich, with no changes to the investment team. In 2019, CRM employees completed a management buyout, repurchasing full ownership from partner M&T Bank/Wilmington Trust to enhance alignment with clients, talent retention, and strategic focus without third-party debt. CRM won the 2025 Envestnet Asset Manager Award in the U.S. Small, SMID, and Mid Cap category for its Small/Mid Cap Value strategy, recognizing its investment process, performance, and client service. The firm maintains an outsourcing partnership with STP Investment Services for front-, middle-, and back-office operations, including IBOR accounting and client reporting, established in 2021.