Shareholder Resources / Manage Your Account / Purchasing Shares

Purchasing Shares

For information on how to purchase shares of CRM Funds, scroll to a specific method that interests you:

By Mail

To open an account:

Complete and sign the new account application. Mail the application, along with your check or money order for $1,000 or more, via regular mail or overnight delivery to the appropriate address shown below. All checks or money orders must be payable to “CRM Funds” or to the fund in which you are investing. Third-party checks will not be accepted.

To add to an account:

Put your account number on a check or money order for $50 or more. All checks or money orders must be payable to “CRM Funds” or to the fund in which you are investing. Third-party checks will not be accepted. Mail it, along with the form at the bottom of your account statement, via regular mail or overnight delivery to the appropriate address below:

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

By Telephone — 800.276.2883

To open an account:

You may open a new account by telephone only by exchange of $1,000 or more from your identically registered account in another of the CRM Funds. You may establish the telephone transaction option by electing it on your new account application. If you did not do so, please request and complete the Shareholder Options Form.

To add to an account:

The telephone transaction option enables you to add from $50 to $25,000 to your account by telephone. It also lets you exchange among CRM Funds by telephone.

You may elect the telephone transaction option on your applications or — at a later date — by completing the Shareholder Options Form.

By Wire

To open an account:

Please call 800.276.2883 for instructions on opening an account by wire.

To add to an account:

Please call 800.276.2883 for instructions on adding to an account by wire.

By 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 $50) 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.

To add to an account:

To add this convenient feature to your CRM Fund account, please call 800.276.2883 for a Shareholder Options Form.

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.