CRM Mid Cap Value InstlCRIMX

Morningstar Rating

Fund Research and Analysis

by John Coumarianos

Don't emphasize CRM Mid Cap Value's recent relative underperformance too much.

This fund is up 25% for the 2009 campaign through Nov. 12, but, in a robust market, that's only good enough to place it the bottom quartile in the mid-blend category. We're Read more

Kudos

Experienced management.

Consistent investment approach.

Strong long-term returns.

Low expenses. Read more

Risks

Sector concentration could backfire. Read more

Strategy

Management looks to invest in companies that are trading at a discount to its estimate of private-market value. Potential investments must have strong free cash flow and a catalyst that is currently Read more

Management

Jay Abramson and Robert "Chip" Rewey are the longer-tenured managers of this fund. Abramson is the director of research at Cramer Rosenthal McGlynn, LLC, the fund's advisor, and has been running this fund since inception. Rewey joined the firm in 2003 Read more

Inside Scoop

This mid-blend fund's management is particular. It researches companies from top to bottom and performs its own due diligence before investing. It believes that a company's Read more

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