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CRM Small/Mid Cap Value Fund Class Investor (CRMAX)

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15.09-0.26 (-1.69%)
At close: 08:00PM EST

CRM Small/Mid Cap Value Fund Class Investor

CRM Mutual Fund Trust

520 Madison Avenue, 20th Floor

New York, NY 10022

Management Information
Thaddeus Pollock,Lead Manager since July 31, 2016
Thad joined the firm in 2003 and his primary role is a research analyst in CRMs investment group. Prior to CRM, he spent three years as an analyst in Corporate Finance at Lehman Brothers. Thad received a BS from Yale University and is a Level II candidate for the CFA.
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

CategoryMid-Cap Blend
Fund FamilyCRM
Net Assets313.27M
YTD Return22.12%
Morningstar Rating★★★
Inception DateAug 31, 2004

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover80.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCRMAXCategory Average
Annual Report Expense Ratio (net)1.18%0.95%
Prospectus Net Expense Ratio1.18%N/A
Prospectus Gross Expense Ratio1.18%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection375N/A
5 Yr Expense Projection649N/A
10 Yr Expense Projection1,432N/A