Shareholder Resources / Account Information / How to Open an Account

How to Open an Account

New shareholders should follow STEPS 1-4 below to open a CRM Funds account.

STEP 1: Read the Prospectus

Read the CRM Funds prospectus online, or contact us to have a prospectus delivered to you via regular mail.

STEP 2: Select a Fund

For information to help you select the CRM Fund that is appropriate for you, start at the CRM Funds page.

STEP 3: Complete an Application

You can select, download and print the CRM Funds application that is right for you by going to Data and Downloads.

STEP 4: Send your Application to CRM Funds

After you have completed and signed your application, enclose it with your investment check (or authorization for an Automatic Investment Plan) and mail to the following address:

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

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.