CRM

Statistics as of Apr 02, 2025

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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Mid-Cap Blend
Expense Ratio
1.05%
TTM Yield
0.5%
3yr Sharpe
-0.13
YTD Return
-9.6%
3yr Return
7.6%
1yr Return
0.9%
Total Assets
$159M
6M Money Flow
$3M
Mid-Cap Blend
Expense Ratio
1.21%
TTM Yield
0.1%
3yr Sharpe
-0.18
YTD Return
-7.6%
3yr Return
5.4%
1yr Return
-0.3%
Total Assets
$22M
6M Money Flow
-$955K
Small Blend
Expense Ratio
1.08%
TTM Yield
0.4%
3yr Sharpe
0.02
YTD Return
-7.6%
3yr Return
16.1%
1yr Return
6.8%
Total Assets
$73M
6M Money Flow
-$1M
Long-Short Equity
Expense Ratio
2.27%
TTM Yield
1.1%
3yr Sharpe
-0.04
YTD Return
-8.3%
3yr Return
14.7%
1yr Return
-1.6%
Total Assets
$186M
6M Money Flow
-$50M
Mid-Cap Blend
Expense Ratio
1.00%
TTM Yield
0.3%
3yr Sharpe
-0.20
YTD Return
-3.8%
3yr Return
4.5%
1yr Return
-3.0%
Total Assets
$291M
6M Money Flow
-$67M