CRM All Cap Value Inv (CRMEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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CRM All Cap Value Inv
New York, NY 10022
520 Madison Avenue, 20th Floor
CRM Mutual Fund Trust
Management Information
,Lead Manager since October 26, 2017
Mr. Robert Maina serves as Portfolio Manager at Cramer Rosenthal McGlynn. Rob joined the firm in 2005 and he is a portfolio manager on CRM All Cap Value and a senior research analyst covering the energy and TMT sectors in CRM's investment group. Previously, Rob worked at Copper Beech Capital Management, a long/short fund focusing on the technology sector. He has additional experience from CIBC World Markets, Donaldson, Lufkin & Jenrette, and Arthur Andersen & Company LLP. He received a BS from Fairfield University's School of Business. Rob serves on the Investment Committee of NYU Winthrop Hospital.
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 Assets24.41M
YTD Return8.98%
Yield0.11%
Morningstar Rating★★
Inception DateOct 23, 2006
Fund Operations
Last Dividend0.01
Last Cap Gain13.00
Holdings Turnover51.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCRMEXCategory Average
Annual Report Expense Ratio (net)1.19%0.94%
Prospectus Net Expense Ratio1.19%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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