facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

CM Advisors Small Cap Value Fund

Effective immediately, CM Advisors Small Cap Value Fund (the “Fund”), a series of the CM Advisors Family of Funds (the “Trust”), has terminated the public offering of its shares and will discontinue its operations effective August 18, 2020. Shares of the Fund are no longer available for purchase and, at the close of business on August 18, 2020, all outstanding shares of the Fund will be redeemed at net asset value (the “Transaction”). See Supplement to Prospectus (06-18-2020) below.

Overview

The Fund seeks long-term growth of capital by investing in small cap equities that we believe have the potential to deliver consistent returns over a long period of time. In constructing the portfolio, we do not rely on any index or model, but seek those securities and sectors which, according to our research and proprietary modeling, are best suited to provide positive absolute returns. Our goal is to purchase these securities as a deep discount to their intrinsic value.

Investment Style

Small Cap Value

Fund Objective

Long-term growth of capital

Investment Strategy

The Fund primarily invests in companies with a market capitalization that is within or below the market capitalization range of the companies in the Russell 2000 Value Index.  This Fund has no load and no 12b-1 fees.


Fund Literature:



Small cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity, and increased competitive threat. 

Russell 2000® Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.  It is not possible to invest directly in the index.