CRIHX

ActiveMin. $1M

CRM LONG/SHORT OPPORTUNITIES

Category: US Equity (9,528 funds)

Expense Ratio
1.87%
Annual Cost per $10K
$187.00
30-Year Fee Drag per $10K
$31,269
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
-1.74%

Asset Allocation

US Equity
82%
Intl Equity
3%
Cash
15%

Fee Comparison

CRIHX
1.87%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

76% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+19.90%3Y
Compare to

Fee Impact Calculator

$
%
CRIHX at 1.87%$224,269
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$156,343
Cost vs index fund−$153,155

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
CRIHXCRM LONG/SHORT OPPORTUNITIES1.87%
TIACXInvestment Co of America0.63%
QLDProShares Ultra QQQ0.95%
NLSAXNeuberger Berman Long Short Fund1.68%
IWMiShares Russell 2000 ETF0.19%
SSOProShares Ultra S&P5000.89%
VSCAXInvesco Small Cap Value Fund1.35%
TIBOXThornburg Investment Income Builder Fund0.84%
GNNDXGotham Index Plus Fund1.40%
CDIRXColumbia Dividend Income Fund1.15%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
HRSIXHood River Small-Cap Growth Fund1.07%
FRDTXFranklin Rising Dividends Fund1.58%
DHMAXDIAMOND HILL SMALL-MID CAP FUND1.21%
OAKMXOakmark Fund0.91%
JGLYXJPMorgan Small Cap Growth Fund1.24%
FNICXFidelity Advisor New Insights Fund1.65%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
TQQQProShares UltraPro QQQ0.84%
MCVSXVictory Integrity Small-Cap Value Fund1.43%
DIAMXDIAMOND HILL LONG SHORT FUND1.94%
FCAGXFidelity Small Cap Growth Fund0.92%
JDVFXDisciplined Value Fund1.71%
RRFDXT. Rowe Price Equity Income Fund1.25%
QUACXAB Small Cap Growth Portfolio1.12%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
PJARXSmallCap Value Fund II0.94%
IWOiShares Russell 2000 Growth ETF0.24%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
GENIXGotham Enhanced Return Fund$1M min1.50%
MRFOXMARSHFIELD CONCENTRATED OPPORTUNITY FUND1.02%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
TRMCXT. Rowe Price Mid-Cap Value Fund, Inc.0.84%
SLCCXClearBridge Large Cap Growth Fund1.72%
FZAOXFidelity Advisor Small Cap Fund0.90%
CSECXCalvert Equity Fund1.65%
IWNiShares Russell 2000 Value ETF0.24%
GTSAXInvesco Small Cap Growth Fund0.81%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
RTLCXTax-Managed U.S. Large Cap Fund1.91%
BPSCXBoston Partners Small Cap Value Fund II1.09%
DFASDimensional U.S. Small Cap ETF0.27%
PCSMXSmallCap Growth Fund I1.44%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
SBPLXClearBridge Dividend Strategy Fund1.74%
CCASXCONESTOGA SMALL CAP FUND1.10%
MFRBXMFS Research Fund1.52%
ROMProShares Ultra Technology0.95%
FCPVXFidelity Small Cap Value Fund1.20%
FKMCXFidelity Mid-Cap Stock Fund1.69%
XBISPDR(R) S&P(R) Biotech ETF0.35%
OAKLXOakmark Select Fund0.98%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
ARANXHorizon Active Risk Assist Fund1.32%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
PNSAXPutnam Small Cap Growth Fund1.17%
JSECXJPMorgan Small Cap Equity Fund1.24%
HFMRXTHE HARTFORD MIDCAP FUND1.45%
SMEAXInvesco Small Cap Equity Fund0.88%
FSIUXInvesco Dividend Income Fund1.69%
FHZTXFidelity Large Cap Stock Fund1.02%
LGLRXLord Abbett Growth Leaders Fund1.15%
GNRSPDR(R) S&P(R) Global Natural Resources ETF0.40%
SVFIXSmead Value Fund0.90%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
WAYEXWAYCROSS MANAGED RISK EQUITY FUND2.31%
FSCRXFidelity Small Cap Discovery Fund0.91%
TGIRXThornburg International Equity Fund0.70%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
INPIXINTERNET ULTRASECTOR PROFUND1.48%
OFAFXOlstein All Cap Value Fund1.18%
XMHQInvesco S&P MidCap Quality ETF0.25%
PABVXMidCap Value Fund I1.19%
FASDirexion Daily Financial Bull 3X Shares0.89%
XARSPDR(R) S&P(R) Aerospace & Defense ETF0.35%
AASRXAmerican Beacon Small Cap Value Fund0.77%
JSCHXJPMorgan Small Cap Blend Fund1.24%
HQIRXTHE HARTFORD EQUITY INCOME FUND1.36%
IFTAXVoya International High Dividend Low Volatility Portfolio1.15%
WWNPXKinetics Paradigm Fund Feeder 11.64%
TMFDirexion Daily 20+ Year Treasury Bull 3X Shares0.91%
CFLGXClearBridge Tactical Dividend Income Fund1.41%
ACGIXInvesco Growth and Income Fund0.78%
FTCHXInvesco Technology Fund1.76%
llpfxLongleaf Partners Fund0.79%
ACRSXColumbia Acorn Fund0.82%
MEFAXMassMutual Mid Cap Growth Fund1.11%
PDPInvesco Dorsey Wright Momentum ETF0.62%
DDMProShares Ultra Dow300.95%
ANODXSmall Cap Growth Fund0.79%
FKACXFranklin Growth Opportunities Fund1.69%
XOPSPDR(R) S&P(R) Oil & Gas Exploration & Production ETF0.35%
ALVCXAmerican Beacon Large Cap Value Fund1.73%
GRRTXGoldman Sachs Absolute Return Tracker Fund1.35%
SAOTXOverlay A Portfolio1.10%
DXSLXDirexion Monthly S&P 500 Bull 1.75X Fund1.49%

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