Nasdaq - Delayed Quote USD

CRM Small Cap Value Inv (CRMSX)

12.56
+0.17
+(1.37%)
As of 8:09:07 AM EDT. Market Open.

Fund Summary

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 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.

CRM Small Cap Value Inv

New York, NY 10022
520 Madison Avenue, 20th Floor

Fund Overview

Category Small Blend
Fund Family CRM
Net Assets 61.81M
YTD Return -12.39%
Yield 0.33%
Morningstar Rating
Inception Date Jan 27, 1998

Fund Operations

Last Dividend 0.04
Last Cap Gain 12.00
Holdings Turnover 77.00%
Average for Category --

Fees & Expenses

Expense CRMSX Category Average
Annual Report Expense Ratio (net) 1.27% 1.03%
Prospectus Net Expense Ratio 1.27% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian M. Harvey, Lead Manager since October 28, 2011
Mr. Harvey is a portfolio manager and a senior research analyst in CRM’s investment group. Prior to joining the firm in 2005, he was an equity research analyst at Fox-Pitt, Kelton. Mr. Harvey also spent four years as accountant in the financial services audit practice at KPMG LLP and earned his CPA designation. He received a BS from Fairfield University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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.

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