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Mutual Funds: CRM

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
CRM ALL CAP VALUE INST (CRIEX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CRM LONG SHORT OPPTY INST (CRIHX)
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1 $0.00 $0.00 $0.00 $0.00
CRM MID CAP VALUE FD INST CL (CRIMX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CRM SMALL CAP VALUE FD INST CLASS (CRISX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CRM SMALL MID CAP VAL FD INV CL (CRMAX)
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1 $0.00 $0.00 $0.00 $0.00
CRM ALL CAP VALUE INV (CRMEX)
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1 $0.00 $0.00 $0.00 $0.00
CRM MID CAP VALUE FUND INVESTOR SHARES (CRMMX)
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1 $0.00 $0.00 $0.00 $0.00
CRM SMALL CAP VALUE FUND INVESTOR CLASS (CRMSX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.