Cramer Rosenthal McGlynn
Mutual Funds

Shareholder Resources

Documents

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

Click for CRM Long/Short Opportunities Fund 1Q 2024 holdings and 3Q 2023 holdings.
Click for CRM Small Cap Value Fund 1Q 2024 holdings and 3Q 2023 holdings.
Click for CRM Small/Mid Cap Value Fund 1Q 2024 holdings and 3Q 2023 holdings.
Click for CRM Mid Cap Value Fund 1Q 2024 holdings and 3Q 2023 holdings.
Click for CRM All Cap Value Fund 1Q 2024 holdings and 3Q 2023 holdings.

Click for CRM Long/Short Opportunities Fund Tailored Shareholder Report (TSR).
Click for CRM Small Cap Value Fund Institutional TSR and Investor TSR.
Click for CRM Small/Mid Cap Value Fund Institutional TSR and Investor TSR.
Click for CRM Mid Cap Value Fund Institutional TSR and Investor TSR.
Click for CRM All Cap Value Fund Institutional TSR and Investor TSR.

Click for CRM Mutual Fund Trust 2024 Proxy Voting Record.

Fund Name Symbol Prospectus Supplement SAI Fact Sheet Annual Report Semi-Annual Report
CRM Long/Short Opportunities CRIHX Summary | Full Supplement PDF PDF PDF PDF
CRM Small Cap Value CRISX/CRMSX Summary | Full PDF PDF PDF PDF
CRM Small/Mid Cap Value CRIAX/CRMAX Summary | Full Supplement PDF PDF PDF PDF
CRM Mid Cap Value CRIMX/CRMMX Summary | Full Supplement PDF PDF PDF PDF
CRM All Cap Value CRIEX/CRMEX Summary | Full PDF PDF PDF PDF

Shares of CRM Funds are distributed by ALPS Distributors, Inc.

Cramer Rosenthal McGlynn, LLC is the investment advisor to the CRM Funds and is not affiliated with ALPS.