CRM Global Opportunity Instl

The investment seeks long-term capital appreciation.
The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and foreign companies. It normally invests in the securities of companies that are tied economically to at least 10 countries, including the U.S. The fund may invest in companies located in developed and emerging markets.

Key stats

Management firm  CRM
Domicile  United States
Fund Administrator  BNY Mellon Inv Servicing (U.S.) Inc.
Global Branding Name  CRM
12 month yield  1.14%
Fund currency  USD
Launch Date  2008-12-31
ISIN  US12628J5011
Manager 1 Name  Jay Abramson
Manager 2 Name  Andrey Belov
Fund Strategy  World Stock
Benchmark  MSCI ACWI NR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  2.37%
Return - 2 Months  1.44 %
Return - 3 Months  -1.46%
Return - 6 Months  -0.59 %
Return - 9 months  0.96 %
Return - 12 Months  2.23%
Annualized return 24 months  11.46 %
Annualized return 36 months  11.02 %
Annualized return 48 months  6.08 %
Annualized return 60 months  8.09 %
Return 120 months  0.00 %
Annualized return since Inception  13.16%
Return YTD  0.36%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.90 %
Exit charge  1.50 %
Performance Fee  0.00 %

Contact

Contact Address  CRM
Contact Address 2  520 Madison Avenue, 20th Floor
Contact city  New York
Contact country  United States
Fund Admin Group  CRM
Web Address  www.crmfunds.com
Custodian  BNY Mellon Inv Servicing Trust Co.,
Phone  800-276-2883

Price

Last Price Date  2014-12-04
Pre-tax nav  16.80
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.00
Price change (percentage)  0.00 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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