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CRM Long/Short Opportunities Fund Institutional Shares (CRIHX)

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11.82+0.06 (+0.51%)
At close: 8:00PM EDT

CRM Long/Short Opportunities Fund Institutional Shares

CRM Mutual Fund Trust

520 Madison Avenue, 20th Floor

New York, NY 10022

Management Information
Madeleine (Mimi) B. Morris,Lead Manager since January 18, 2018
Ms. Morris is a portfolio manager and research analyst in CRM’s investment group. Prior to joining the firm in 2010, she was a Director at Telsey Advisory Group where she was an equity analyst and consultant. She has also worked at Merrill Lynch, Columbia House Company and Donaldson, Lufkin, and Jenrette. Ms. Morris received a BA from Williams College and an MBA from Columbia Business School.
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

CategoryLong-Short Equity
Fund FamilyCRM
Net Assets140.26M
YTD Return2.17%
Morningstar Rating★★★
Inception DateAug 15, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover177.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCRIHXCategory Average
Annual Report Expense Ratio (net)2.96%1.92%
Prospectus Net Expense Ratio2.96%N/A
Prospectus Gross Expense Ratio3.04%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection932N/A
5 Yr Expense Projection1,589N/A
10 Yr Expense Projection3,350N/A