CRM Small/Mid Cap Value Inst
Crm Mutual Fund Trust520 Madison Avenue, 20th FloorNew York, NY 10022
Map
Phone: 800-276-2883
| Category: | Mid-Cap Blend | | Fund Family: | CRM | | Net Assets: | 959.97M | | Year-to-Date Return: | 7.76% | | Yield: | 0.71% | | Morningstar Rating: |  | | Fund Inception Date: | Aug 31, 2004 |
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Jay L. Abramson
Lead Manager since Aug 31, 2004 | | | Jay has been with Cramer Rosenthal McGlynn, LLC since 1985. As Chief Investment Officer, he maintains overall responsibility for the firmâs investment team. Prior to CRM, Jay earned his CPA. He received a BSE from The Wharton School of the University of Pennsylvania and a JD from the University of Pennsylvania Law School. Jay is a Trustee and Chairman of the Investment Committee for Montefiore Medical Center. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | 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, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the S&P Mid Cap 400 Value Index (together, "small/mid cap companies") that are publicly traded on a U.S. securities market. |
| Last Dividend
(Dec 11, 2012)
:
| 0.12 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 96.00% | | Average for Category: | 60.34% |
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| Expense | CRIAX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.87% | 1.28% | | Prospectus Net Expense Ratio: | 0.88% | N/A | | Prospectus Gross Expense Ratio: | 0.88% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.26% | | Max Deferred Sales Load:
| N/A | 2.15% | | 3 Yr Expense Projection*: | 281 | 606 | | 5 Yr Expense Projection*: | 488 | 1,004 | | 10 Yr Expense Projection*: | 1,084 | 2,110 |
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0.01(0.06%) May 23