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CRM Small Cap Value Instl (CRISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
16.79+0.40 (+2.44%)
At close: 08:06AM EDT

CRM Small Cap Value Instl

New York, NY 10022

520 Madison Avenue, 20th Floor

CRM Mutual Fund Trust

Management Information
Bernard C. Frojmovich,Lead Manager since April 10, 2018
Mr. Bernard Frojmovich serves as Portfolio Manager at Cramer Rosenthal McGlynn. Bernie joined the Firm in 2009 and his primary roles are as a portfolio manager of CRM Small Cap Value and senior research analyst focusing on the financial and real estate sectors in CRM's investment group. Previously, he was a Vice President and senior analyst on the U.S. Small and Mid Cap Value Equity Team at BlackRock Investment Management. Prior to BlackRock, Bernie covered financial services as an investment analyst at Morgan Stanley Investment Management and a credit analyst at JPMorgan Chase. He earned a BS from Brooklyn College and an MBA from New York University's Leonard N. Stern School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyCRM
Net Assets76.33M
YTD Return1.31%
Yield1.51%
Morningstar Rating★★
Inception DateJan 26, 1998

Fund Operations

Last Dividend0.25
Last Cap Gain12.00
Holdings Turnover54.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCRISXCategory Average
Annual Report Expense Ratio (net)1.02%1.03%
Prospectus Net Expense Ratio1.02%N/A
Prospectus Gross Expense Ratio1.02%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A