CRM Large Cap Opportunity Instl
CRM Funds 400 Bellevue Parkway Ste 108 Wilmington, DE 19809
Map
Phone: 800-276-2883
| Category: | Large Blend | | Fund Family: | CRM | | Net Assets: | 23.55M | | Year-to-Date Return: | -10.43% | | Yield: | 0.46% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-05 |
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Jay B. Abramson
Lead Manager since
20-Dec-05 | | | Abramson is chief investment officer, president, and co-portfolio manager at CRM. He joined CRM as a portfolio manager in 1985. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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 1000 Value index (large-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-07):
| 0.05 | | Last Cap Gain
(17-Dec-07):
| 0.73 | | Annual Holdings Turnover
| 119.00% | | Average for Category:
| 71.12% |
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| Expense | CRIGX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$397 | $576 | | 5 Yr Expense Projection*: |
$755 | $875 | | 10 Yr Expense Projection*: |
$1,764 | $1,735 |
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1.47% Nasdaq 
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