Shareholder Resources / Data & Downloads

Data & Downloads

Our commitment is to provide timely information that helps you to evaluate your investment options. The resources below offer in-depth information regarding CRM Funds. If you are a registered advisor, please log in for additional resources.

Prospectus/SAI

• DownloadProspectus - Investor Shares
• DownloadProspectus - Institutional Shares
• DownloadProspectus - Advisor Shares
• DownloadProspectus - CRM 130/30 Value Fund Investor Shares
• DownloadProspectus - CRM 130/30 Value Fund Institutional Shares
• DownloadSAI

Applications/Forms

• DownloadUniform Application for Investment Adviser Registration - Part I
• DownloadUniform Application for Investment Adviser Registration - Part II
• DownloadCRM Institutional Shares Application
• DownloadCRM Investor Shares Application
• DownloadEducation Savings Account Application and Information
• DownloadEducation Savings Account Transfer Form
• DownloadRoth IRA Account Application and Forms
• DownloadTraditional IRA Account Application and Forms
• DownloadIRA Required Minimum Distribution Election Form

Quarterly - Fact Sheets

• DownloadFunds Quarterly Newsletter
• DownloadAll Cap Value Fact Sheet
• DownloadLarge Cap Opportunity Fact Sheet¹
• DownloadMid Cap Value Fact Sheet
• DownloadSmall/Mid Cap Value Fact Sheet
• DownloadSmall Cap Value Fact Sheet
• Download130/30 Value Fact Sheet

Quarterly - Investment Returns

• Go to pageSmall Cap Value Fund
• Go to pageSmall/Mid Cap Value Fund
• Go to pageMid Cap Value Fund
• Go to pageLarge Cap Opportunity Fund¹

Annual and Semi-Annual Reports

• DownloadAnnual Report
• DownloadSemi-Annual Report

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