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Crm Mid Cap Value Investor Shares: (MF: CRMMX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:53 PM ET

$24.12 USD

-0.07 (-0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.12 16
3 months 8.41 9
6 months 12.03 18
1 Year 9.00 61
3 Year 6.80 92
5 Year 9.13 70
10 Year 11.10 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 160.98
Bear Market (10/07 - 2/09) -44.39
Bull Market (2/09 - 3/21) 597.33

Load Adjusted Returns as of Jan 31, 2026

1 Year 8.86
5 Year 8.05
10 Year 10.04
Since Inception 9.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.68 3.78 6.81 4.12
2024 9.63 -4.79 7.80 -3.37
2023 0.88 -0.18 -4.69 10.83
2022 -3.66 -10.44 -5.60 11.28
2021 10.55 7.94 -2.56 11.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.128.868.726.36-9.3729.0810.5624.60-7.0819.0316.00
% Total Return Rel to Index 0.00-9.35-16.29-19.878.830.40-7.83-6.88-2.69-2.754.07
% Total Return Rel to Peer 0.00-3.84-10.66-16.6310.327.02-9.35-3.82-0.22-1.648.18
% Perf Quintile vs Peer* 0.000.000.005.002.001.004.005.003.004.001.00
% Dividends 0.000.010.010.230.250.260.080.090.040.290.00
% Yield NA0.050.060.051.100.840.350.390.201.110.00
Capital Gains ($) 0.001.342.161.150.694.720.360.541.814.020.87
Expense Ratio 0.001.201.161.151.141.151.161.141.111.151.13

* 1 = Top 20%, 5 = Bottom 20%