CRM Small Cap Value Inv
CRM Funds 400 Bellevue Parkway Ste 108 Wilmington, DE 19809
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Phone: 800-276-2883
| Category: | Small Blend | | Fund Family: | CRM | | Net Assets: | 148.70M | | Year-to-Date Return: | 22.27% | | Yield: | 0.38% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-95 |
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Kevin M. Chin
Lead Manager since
07-Apr-08 | | | 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 with market capitalizations at the time of initial purchase similar to those in the Russell 2000 Value index (small-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
(17-Dec-08):
| 0.07 | | Last Cap Gain
(17-Dec-07):
| 3.88 | | Annual Holdings Turnover
| 87.00% | | Average for Category:
| 95.63% |
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| Expense | CRMSX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 353 | $614 | | 5 Yr Expense Projection*: |
$ 612 | $991 | | 10 Yr Expense Projection*: |
$ 1,352 | $1,998 |
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