CRM Small/Mid Cap Value Fund
CRIAX/CRMAX
Overview
Objective
The CRM Small/Mid Cap Value Fund seeks long-term capital appreciation.
Description
The Fund invests in a diversified portfolio of U.S. small- and mid-cap value equities using a fundamental, bottom-up investment approach.
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Small/mid-cap value investment mandate: Under normal circumstances, invests at least 80% of assets in 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 the S&P MidCap 400 Value Index, all of which are publicly traded on U.S. securities markets.
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Fundamental, bottom-up portfolio construction: Supported by an experienced investment team, portfolio managers evaluate the relative attractiveness of individual securities while considering stock-specific risks, sector weightings, and overall risk/reward characteristics in portfolio construction.
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Focused yet diversified structure: Typically holds approximately 35–50 stocks, balancing high-conviction security selection with diversification across sectors and issuers within the small/mid-cap value universe.
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.