CRM All Cap Value Inv
Crm Mutual Fund Trust520 Madison Avenue, 20th FloorNew York, NY 10022
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Phone: 800-276-2883
| Category: | Mid-Cap Blend | | Fund Family: | CRM | | Net Assets: | 17.37M | | Year-to-Date Return: | -0.80% | | Yield: | 0.06% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Oct-2006 |
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Kevin M. H. Chin
Lead Manager since
26-Oct-2007 | | | Chin is senior vice president with Cramer Rosenthal McGlynn, LLC. Prior to joining the firm in 1989, he was a financial analyst for the Mergers and Acquisitions Department of Morgan Stanley and a risk arbitrager with Credit Suisse First Boston. He has twenty-one years of investment experience. |
| 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 that are publicly traded on a U.S. securities market. There are no limits on the market capitalizations of the companies in which the fund may invest. 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):
| 0.01 | | Last Cap Gain
(17-Dec-07):
| 0.22 | | Annual Holdings Turnover
(18-Mar-10):
| 121.00% | | Average for Category:
| 98.84% |
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| Expense | CRMEX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 790 | $64 | | 5 Yr Expense Projection*: |
$ 1,453 | $99 | | 10 Yr Expense Projection*: |
$ 3,229 | $198 |
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