Mutual Fund Insights: CRM Large Cap Opportunity Inv Fund (CRMGX)

In-depth Analysis of CRM Large Cap Opportunity Inv Fund (CRMGX)

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

  

Last Trade: $9.47 on 3/19/2010, Change: -0.06 (-0.63%)

Experiment our closing price forecasting tool for CRM Large Cap Opportunity Inv Fund (CRMGX) (alpha release)

  

Fund Manager - Jay B. Abramson

Fund Manager Tenure: 4.3 years   [Similar Funds: CRIGX ]
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 Inv Fund (CRMGX)

Data for CRM Large Cap Opportunity Inv Fund (CRMGX) as of February 28, 2010

• CRM Large Cap Opportunity Inv Fund (CRMGX) management has been with CRM Large Cap Opportunity Inv Fund for 4.3 years
• CRM Large Cap Opportunity Inv Fund (CRMGX) has a Morningstar rating of 4 and above
• CRM Large Cap Opportunity Inv Fund (CRMGX) 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 Inv Fund (CRMGX) 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 Inv Fund (CRMGX)

Data for CRM Large Cap Opportunity Inv Fund (CRMGX) as of February 28, 2010

• CRM Large Cap Opportunity Inv Fund (CRMGX) has a less-than-ideal short-term performance (1-year return 38.87% vs 53.54 % Large Blend category average)
• CRM Large Cap Opportunity Inv Fund (CRMGX) has a less-than-ideal mid-term performance (3-year return -5.64% vs -5.77 % Large Blend category average)
• CRM Large Cap Opportunity Inv Fund (CRMGX) ratio of up-years vs down years can be improved
• CRM Large Cap Opportunity Inv Fund (CRMGX) is less safe compared to its Large Blend peers
• CRM Large Cap Opportunity Inv Fund (CRMGX) 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 Inv is more nimble, but also signal potential high tax impact and high trading fees
• CRM Large Cap Opportunity Inv Fund (CRMGX) does not have a good risk adjusted return as its 3-year Alpha of -0.98 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.33
• CRM Large Cap Opportunity Inv Fund (CRMGX) has a higher management fee of 1.34% than its Large Blend average of 1.11%

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

  

  

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CRM Large Cap Opportunity Inv Fund (CRMGX) Net Asset

Track net asset change of CRM Large Cap Opportunity Inv fund (CRMGX)

Date	Net Asset
02/2010	$63.74M
01/2010	$19.34M
11/2009	$19.34M

More historic net asset information on CRM Large Cap Opportunity Inv Fund (CRMGX)

  

CRM Large Cap Opportunity Inv Fund (CRMGX) Portfolio Allocation

Track portfolio allocation change of CRM Large Cap Opportunity Inv fund (CRMGX)

Date	Cash	Stock	Bond	Other
09/2009	6.36%	93.64%	0%	0%
06/2009	5.64%	94.36%	0%	0%
03/2009	6.05%	93.95%	0%	0%

Click here to see more historic asset allocation information on CRM Large Cap Opportunity Inv Fund (CRMGX)

  

Most Recent Top 10 Holdings in CRM Large Cap Opportunity Inv Fund (CRMGX)

Discover what CRM Large Cap Opportunity Inv Fund (CRMGX) 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 BARD C R INC [3.2%] Nestle SA ADR [3.08%] Roche Holding AG ADR [3.02%] Blackrock Temp Fund [2.82%] Blackrock Liquidity Fds [2.82%] The DIRECTV Group, Inc. [2.81%] B M C SOFTWARE [2.69%] STATE STREET CP [2.66%] BANK OF NY MELLON CP [2.53%] AIR PRODUCTS CHEM [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 Inv Fund (CRMGX)

  

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Latest News on CRM Large Cap Opportunity Inv (CRMGX)

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See more information on CRM Large Cap Opportunity Inv Fund (CRMGX)

• CRM Large Cap Opportunity Inv Fund Insights
• CRM Large Cap Opportunity Inv Fund Performance Data
• CRM Large Cap Opportunity Inv Fund News
• CRM Large Cap Opportunity Inv Fund Score Explaination
• CRM Large Cap Opportunity Inv Fund Manager Information
• Historic CRM Large Cap Opportunity Inv Fund Asset Allocation Report
• Historic CRM Large Cap Opportunity Inv Fund Top 10 Holding Tracking
• Historic CRM Large Cap Opportunity Inv Fund Asset Under Management Tracking