Product Overview
CRM Small/Mid Cap Value Fund seeks long-term capital appreciation. The CRM Small/Mid Cap Value Fund, under normal circumstances, invests at least 80% of its assets in a diversified portfolio of equity and equity related securities of companies with market capitalizations at the time of initial purchase similar to those in the Russell 2500 Value Index or in the S&P MidCap 400 Value Index (together, “small/mid cap companies”) that are publicly traded on a U.S. securities market.
The market capitalization ranges of the Russell 2500 Value Index and/or the S&P MidCap 400 Value Index change constantly, and as a result, the capitalization of small/mid cap companies in which the Fund will invest will also change. As of June 30, 2021, the market capitalization range of the Russell 2500 Value Index was approximately $30 million to $26 billion and the market capitalization range of the S&P MidCap 400 Value Index was approximately $1.8 billion to $16 billion.
Supported by an experienced team of investment professionals, the portfolio managers make judgments about the relative attractiveness of various securities in selecting stocks for the Fund. This Fund typically will be invested in 35 to 50 stocks. Although the Fund is built from the bottom up, stock-specific risks, sector weightings and risk/reward characteristics are all considered during the portfolio construction process.
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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.
FLX Networks is a Promoter, as defined by the Marketing Rule – Rule 206(4)-1 under the U.S. Investment Advisers Act of 1940, of the investment products contained herein. For such promotion, FLX Networks is compensated between 5% and 50% (annualized) of the net management fee of the respective investment products on assets raised/serviced by FLX Networks. FLX Networks is not a client of any of the investment advisers promoted herein.