Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CRIGX Insights | CRIGX Score | CRIGX Performance | CRIGX Manager | CRIGX News | CRIGX Allocation | CRIGX Holdings Change

Mutual Fund Insights: CRM Large Cap Opportunity Instl Fund (CRIGX)

In-depth Analysis of CRM Large Cap Opportunity Instl Fund (CRIGX)

Mutual fund chart: CRM Large Cap Opportunity Instl Fund (CRIGX)

3 months
6 months
1 year
3 year
5 year

See CRM Large Cap Opportunity Instl Fund (CRIGX) performance details as of February 28, 2010

  

    Last Trade: $9.49 on 3/19/2010, Change: -0.06 (-0.63%)
Experiment our closing price forecasting tool for CRM Large Cap Opportunity Instl Fund (CRIGX) (alpha release)

  

Fund Manager - Jay B. Abramson

Fund Manager Tenure: 4.3 years   [Similar Funds: CRMGX ]
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Jay B. Abramson is chief investment officer, president, and co-portfolio manager at CRM. Jay B. Abramson joined CRM as a portfolio manager in 1985.  Get more insights on Jay B. Abramson

  

What we like about CRM Large Cap Opportunity Instl Fund (CRIGX) What we like about CRM Large Cap Opportunity Instl Fund (CRIGX)

Data for CRM Large Cap Opportunity Instl Fund (CRIGX) as of February 28, 2010

  • CRM Large Cap Opportunity Instl Fund (CRIGX) management has been with CRM Large Cap Opportunity Instl Fund for 4.3 years
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a Morningstar rating of 4 and above
  • CRM Large Cap Opportunity Instl Fund (CRIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.1, lower than category average of 20.62
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a lower management fee than its Large Blend average: 1.09% vs 1.11%
  • CRM Large Cap Opportunity Instl Fund (CRIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about CRM Large Cap Opportunity Instl Fund (CRIGX) What we are cautious about CRM Large Cap Opportunity Instl Fund (CRIGX)

Data for CRM Large Cap Opportunity Instl Fund (CRIGX) as of February 28, 2010

  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a less-than-ideal short-term performance (1-year return 39.27% vs 53.54 % Large Blend category average)
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has a less-than-ideal mid-term performance (3-year return -5.37% vs -5.77 % Large Blend category average)
  • CRM Large Cap Opportunity Instl Fund (CRIGX) ratio of up-years vs down years can be improved
  • CRM Large Cap Opportunity Instl Fund (CRIGX) is less safe compared to its Large Blend peers
  • CRM Large Cap Opportunity Instl Fund (CRIGX) has an annual stock turnover rate of 147.00% that is higher than the Large Blend average of 79.86%. This could mean CRM Large Cap Opportunity Instl is more nimble, but also signal potential high tax impact and high trading fees
  • CRM Large Cap Opportunity Instl Fund (CRIGX) does not have a good risk adjusted return as its 3-year Alpha of -0.7 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.31
See CRM Large Cap Opportunity Instl Fund (CRIGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

CRM Large Cap Opportunity Instl Fund (CRIGX) Net Asset

Track net asset change of CRM Large Cap Opportunity Instl fund (CRIGX)

DateNet Asset
02/2010$63.74M
01/2010$47.70M
11/2009$44.73M
More historic net asset information on CRM Large Cap Opportunity Instl Fund (CRIGX)

  

CRM Large Cap Opportunity Instl Fund (CRIGX) Portfolio Allocation

Track portfolio allocation change of CRM Large Cap Opportunity Instl fund (CRIGX)

DateCashStockBondOther
09/20096.36%93.64%0%0%
06/20095.64%94.36%0%0%
03/20096.05%93.95%0%0%
Click here to see more historic asset allocation information on CRM Large Cap Opportunity Instl Fund (CRIGX)

  

Most Recent Top 10 Holdings in CRM Large Cap Opportunity Instl Fund (CRIGX)

Discover what CRM Large Cap Opportunity Instl Fund (CRIGX) manager is buying

30-Sep-09
STATE STREET CP [3.33%]
CVS CAREMARK CP [2.96%]
Roche Holding AG ADR [2.88%]
ACCENTURE PLC. [2.85%]
BARD C R INC [2.74%]
HEWLETT PACKARD CO [2.65%]
BK OF AMERICA CP [2.64%]
TYCO INTL LTD SWZ [2.59%]
Blackrock Temp Fund [2.58%]
Blackrock Liquidity Fds [2.58%]

30-Jun-09
Nestle SA ADR [3.69%]
THE NEW D&B CORP [3.65%]
BARD C R INC [3.34%]
B M C SOFTWARE [3.27%]
Roche Holding AG ADR [3.09%]
Blackrock Liquidity Fds [3.03%]
BANK OF NY MELLON CP [2.87%]
MARSH MCLENNAN CO [2.81%]
GOODRICH CORPORATION [2.51%]
ALCON INC [2.49%]

31-Mar-09
Nestle SA ADR [3.69%]
THE NEW D&B CORP [3.65%]
BARD C R INC [3.34%]
B M C SOFTWARE [3.27%]
Roche Holding AG ADR [3.09%]
Blackrock Liquidity Fds [3.03%]
BANK OF NY MELLON CP [2.87%]
MARSH MCLENNAN CO [2.81%]
GOODRICH CORPORATION [2.51%]
ALCON INC [2.49%]
Click here for Stock Holding Change Map in CRM Large Cap Opportunity Instl Fund (CRIGX)

  

Related books and products to CRM Large Cap Opportunity Instl Fund (CRIGX)

  

Latest News on CRM Large Cap Opportunity Instl (CRIGX)

See what is happening with CRM Large Cap Opportunity Instl Fund (CRIGX)

 

Books and Resources

 

 

See more information on CRM Large Cap Opportunity Instl Fund (CRIGX)