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

• DownloadSmall Cap Value Fund Summary Prospectus
• DownloadSmall/Mid Cap Value Fund Summary Prospectus
• DownloadMid Cap Value Fund Summary Prospectus
• DownloadLarge Cap Opportunity Fund Summary Prospectus
• DownloadAll Cap Value Fund Summary Prospectus
• Download130/30 Value Fund Summary Prospectus
• DownloadGlobal Opportunity Fund Summary Prospectus
• DownloadInternational Opportunity Fund Summary Prospectus
• DownloadProspectus
• DownloadSupplement to the Prospectus
• DownloadSAI

Annual and Semi-Annual Reports

• DownloadAnnual Report
• DownloadSemi-Annual Report

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 Distribution Election Form

Quarterly - Fact Sheets

• DownloadFunds Quarterly Newsletter
• DownloadAll Cap Value Fact Sheet
• DownloadLarge Cap Opportunity Fact Sheet
• DownloadMid Cap Value Fact Sheet
• DownloadSmall/Mid Cap Value Fact Sheet
• DownloadSmall Cap Value Fact Sheet
• DownloadGlobal Opportunity Fact Sheet
• DownloadInternational Opportunity Fact Sheet
• Download2Q 2010 Review - Global Opportunity and International Opportunity Fund

Quarterly - Investment Returns

• Go to pageAll Cap Value Fund
• Go to pageLarge Cap Opportunity Fund
• Go to pageMid Cap Value Fund
• Go to pageSmall/Mid Cap Value Fund
• Go to pageSmall Cap Value Fund
• Go to pageGlobal Opportunity Fund
• Go to pageInternational Opportunity Fund

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