CRM All Cap Value Fund
CRIEX/CRMEX
Overview
Objective
CRM All Cap Value Fund seeks long-term capital appreciation.
Description
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Flexible, all-cap value opportunity set: Under normal circumstances, invests at least 80% of assets in equity and equity-related securities across a wide range of market capitalizations, allowing portfolio managers to select the most attractive opportunities regardless of company size.
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Fundamental, bottom-up portfolio construction: Supported by an experienced investment team, security selection is driven by judgments regarding relative attractiveness, while portfolio construction considers stock-specific risks, sector weightings, and overall risk/reward characteristics.
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Focused yet diversified structure: Typically invested in approximately 35–50 stocks, balancing high-conviction ideas with diversification across sectors and issuers.
Firm Overview
Cramer Rosenthal McGlynn is a 100% employee owned U.S. value equity manager with a focus in the Small/Mid & Mid-Cap space.
CRM has been investing with the same time-tested philosophy and process since 1973. With a deep history and a consistent approach and application of a central philosophy and process, implemented by a team with diverse experience in identifying change, neglect, and the intrinsic value of businesses, CRM is poised to capitalize on its passion for investing and delivering value to their clients.
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All investing involves risk. Principal loss is possible.
Investors should consider the investment objective, management fees, risks, charges, and expenses of the Funds carefully before investing. The Prospectuses contain this and other information about the Funds. Please download a prospectus from Cramer Rosenthal McGlynn containing all the information about the Funds or call 800.276.2883. Please read the Prospectus carefully before you invest.
The CRM Funds are distributed by ALPS Distributors, Inc. Member FINRA. ALPS Distributors, Inc. is not affiliated with FLX Networks or Cramer Rosenthal McGlynn.