CRM Small/Mid Cap Value Inv
CRM Funds 400 Bellevue Parkway Ste 108 Wilmington, DE 19809
Map
Phone: 800-876-2883
| Category: | Mid-Cap Blend | | Fund Family: | CRM | | Net Assets: | 40.09M | | Year-to-Date Return: | 20.15% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-04 |
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Jay B. Abramson
Lead Manager since
01-Sep-04 | | | Abramson is chief investment officer, president, and co-portfolio manager at CRM. He joined CRM as a portfolio manager in 1985. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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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 2500 Value index or in the S&P Mid-Cap 400/Citigroup Value index. The equity and equity related securities include: common and preferred stocks; securities convertible into common stock; warrants on common stock. |
| Last Dividend
(17-Dec-08):
| 0.05 | | Last Cap Gain
(17-Dec-07):
| 0.91 | | Annual Holdings Turnover
| 110.00% | | Average for Category:
| 90.44% |
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| Expense | CRMAX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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