CRM Large Cap Opportunity Instl
CRM Funds 400 Bellevue Parkway Ste 108 Wilmington, DE 19809
Map
Phone: 800-276-2883
| Category: | Large Blend | | Fund Family: | CRM | | Net Assets: | 44.73M | | Year-to-Date Return: | 19.11% | | Yield: | 0.68% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-05 |
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Jay B. Abramson
Lead Manager since
20-Dec-05 | | | Abramson is chief investment officer, president, and co-portfolio manager at CRM. He joined CRM as a portfolio manager in 1985. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in a diversified portfolio of equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase similar to those in the Russell 1000 Value index (large-cap companies) that are publicly traded on a U.S. securities market. The equity and equity related securities include: common and preferred stocks; securities convertible into common stock; warrants on common stock. |
| Last Dividend
(15-Dec-09):
| 0.06 | | Last Cap Gain
(17-Dec-07):
| 0.73 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 78.74% |
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| Expense | CRIGX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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