CRM Small Cap Value Instl
CRM Funds 400 Bellevue Parkway Ste 108 Wilmington, DE 19809
Map
Phone: 800-276-2883
| Category: | Small Blend | | Fund Family: | CRM | | Net Assets: | 395.76M | | Year-to-Date Return: | -4.19% | | Yield: | 0.51% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jan-98 |
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Michael J. Caputo
Lead Manager since
07-Apr-08 | | | Caputo is a portfolio manager and senior research analyst in CRMs investment group. Prior to joining the firm in 2002, he was a vice president in Corporate Finance at Morgan Stanley. |
| 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 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-07):
| 0.12 | | Last Cap Gain
(17-Dec-07):
| 3.88 | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 92.45% |
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| Expense | CRISX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$278 | $589 | | 5 Yr Expense Projection*: |
$482 | $962 | | 10 Yr Expense Projection*: |
$1,073 | $1,922 |
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0.29% Nasdaq 
0.14%
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