Shareholder Resources / Tax & Year-End Info

Tax & Year-End Info

As a shareholder in a CRM Fund, you are entitled to your share of its net income and any gains realized on its investments. Each Fund intends to distribute substantially all of its net income and net realized capital gains to investors at least annually.

For more information regarding distributions, visit the CRM distributions page.

Getting Duplicate Copies

Year-End Statements and Tax Forms

You may order duplicate copies from a CRM Funds Customer Service Representative or you may order them through CRM Account Access.

CRM Funds Customer Service Representatives are available during normal business hours, Monday through Friday from 8:00 a.m. to 6:00 p.m. Eastern Time. Follow these two steps to reach a representative:

  • Dial 800.276.2883
  • Press 0 to speak with an CRM Funds Representative

To order a duplicate statement using CRM Account Access, you will first need to establish a Personal Identification Number (PIN) to gain access. Once you have your PIN established here’s how you may request a duplicate account statement. At any time you may cancel the request by clicking Cancel.

  1. Verify that all account information that is displayed, such as fund name, account number and mailing address, is correct.
  2. Click Duplicate Statement or Duplicate Tax Forms from the Account Overview screen.
  3. Click Submit. The Duplicate Statement or Tax Form has been ordered. The Acknowledgment screen will appear.
  4. Click Close to return to the Account Overview screen.

We suggest you keep each quarterly and year-end account statement with your other important financial papers. You may need them for tax purposes.

Copies of the current year and prior year’s statements are free. Statements for years earlier than the prior year are available for a minimal processing fee for each account and prior year requested. This fee can be deducted directly from your CRM account.

If your account is closed, you will need to send a check in the required amount prior to ordering each statement. Call the telephone number above for instructions.

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.