Account Options

The following Account Options are available on the majority of CRM Funds.

Telephone Purchase

Allows you to purchase by telephone any CRM Fund you are eligible to purchase with payment by Electronic Funds Transfer (EFT) from your designated bank account. Simply check the appropriate box on your CRM Funds application and enclose a voided blank check.

Telephone Exchange

Allows you to exchange shares between existing CRM Funds accounts, or open a new account via an exchange from a current account. Minimum of $1,000 per exchange. You automatically receive this option on your account application.

Telephone Redemption

You may redeem shares of CRM Funds by telephone ($500 minimum). The proceeds will be mailed to your address of record, transferred to your bank account by Electronic Funds Transfer (EFT) or wired to your bank account. You automatically receive this option on your account application unless you choose not to have the option.

Automatic Investment Plan (AIP)

This service is a convenient way to make regular, systematic investments into your CRM Fund. Once a month, you purchase shares by transferring money from your designated checking or savings account directly into your CRM Fund. Simply decide how much you want to invest (the monthly minimum is $100) and the day (between the 3rd and the 28th) that you want the transfer to take place.

The rest is automatic. There are no telephone calls to make, no monthly forms to complete and no trips to the post office. You’re not locked in. If you wish to discontinue the AIP, just notify us in writing.

To open an account:

Complete and sign the Automatic Investment Plan section of the account application. If you choose the Automatic Investment Plan when you open your account, the minimum initial investment of $1,000 will be waived.

Systematic Withdrawal Plan (SWP)

(Available to all account types except IRAs)
This service lets you withdraw a set amount from your account at regular intervals. To be eligible for systematic withdrawal, you must have at least $5,000 in your CRM Funds Account. You must withdraw at least $50 per transaction. If you’d like to add this option, please download, print, complete and mail the Shareholder Options Form.

To add any of these options to your account, please complete a Shareholder Options Form and mail the form to the appropriate address shown below. To obtain a Shareholder Options Form call toll-free 800.276.2883 or download and print it.

For regular mail delivery:
CRM Funds
c/o PFPC
P.O. Box 9812
Providence, RI 02940

For overnight delivery:
CRM Funds
c/o PFPC
101 Sabin Street
Pawtucket, RI 02860

Checkwriting

Currently not an option on any CRM Fund.

Share Certificates

We do not issue share certificates, due to the difficulty of tracking such certificates and the added cost of issuing/tracking certificates.

Disclosure

Systematic investing does not ensure a profit, nor does it protect you against a loss in a declining market. Also, systematic investing will not keep you from losing money if you decide to sell your shares when the market is down.

You should consider the investment objectives, risks, charges and expenses of the Funds before investing. You may obtain the prospectus here or by calling 800.276.2883. The Funds are subject to risks, which are described in the prospectus. In particular, when compared to mutual funds that focus on larger capitalization companies, shares of the Funds may be more volatile because of the focus on smaller capitalization companies, which may have more limited product lines and fewer capital resources. The Funds’ value investing strategy also involves risks. Value stocks can perform differently from the market as a whole and can be undervalued by the market for long periods of time. You should read the prospectus carefully before investing.