CRM Funds List | Morningstar

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CRM Funds List

Share Class Type

1 to 9 of 9 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
CRM Mid Cap Value Instl	CRIMX	Mid-Cap Blend			5.96%	66	1.000%	Above Average	Institutional	$1.0 Mil
CRM Mid Cap Value Inv	CRMMX	Mid-Cap Blend			6.47%	67	1.160%	Above Average	No Load	$2,500
CRM Long/Short Opportunities Instl	CRIHX	Long-Short Equity			10.49%	19	1.620%	Above Average	Institutional	$10,000
CRM All Cap Value Inst	CRIEX	Mid-Cap Blend			9.12%	22	1.190%	High	Institutional	$1.0 Mil
CRM All Cap Value Inv	CRMEX	Mid-Cap Blend			8.98%	27	1.420%	High	No Load	$2,500
CRM Small Cap Value Instl	CRISX	Small Blend			7.21%	16	1.020%	Above Average	Institutional	$1.0 Mil
CRM Small Cap Value Inv	CRMSX	Small Blend			7.17%	16	1.220%	Above Average	No Load	$2,500
CRM Small/Mid Cap Value Inst	CRIAX	Mid-Cap Blend			5.22%	71	1.020%	High	Institutional	$1.0 Mil
CRM Small/Mid Cap Value Inv	CRMAX	Mid-Cap Blend			6.12%	77	1.190%	Above Average	No Load	$2,500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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