CRM Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 5.3 -4.1 16.5 13.5 7.7
Category Average 7.3 -4.6 13.8 14.2 5.3
Assets for Each Yr* 3.5 2.0 2.1 1.9 1.9
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 7.65 13.48 9.57

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,927 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.4 70.60 1.10 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 2 0
0 2 0
0 1 0
Asset Allocation %
Cash 4.9
Stocks 95.1
Bonds 0.0
Other 0.0
Annual Turnover % 131
% Assets in Top 10 14.2
 
Sector Breakdown (% of stocks) 
Sensitive 41.1
Communication Services 0.6
Energy 5.8
Industrials 16.6
Technology 18.1
Cyclical 37.9
Basic Materials 8.7
Consumer Cyclical 10.8
Financial Services 14.7
Real Estate 3.8
Defensive 21.0
Consumer Defensives 7.0
Healthcare 9.8
Utilities 4.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Associated Banc-Corp Financial Services 2.40 1.81
  Trinet Group Inc Industrials 9.97 1.80
  DXC Technology Co* Technology 0.25 1.67
  Clean Harbors Inc Industrials 21.68 1.41
  CommVault Systems Inc Technology 12.93 1.39
  Microsoft Corp* Technology 25.30 1.27
  CSX Corp* Industrials 26.27 1.23
  Humana Inc* Healthcare 29.36 1.22
  Dover Corp* Industrials -1.37 1.18
  DowDuPont Inc* Basic Materials -15.59 1.17
  Hancock Whitney Corp Financial Services -6.10 1.16
  Danaher Corp* Healthcare 9.62 1.04
  KeyCorp* Financial Services -2.65 0.90
  Philip Morris International Inc* Consumer Defensive -18.92 0.87
  Omnicell Inc Technology 28.29 0.79
  Wells Fargo & Co* Financial Services -13.22 0.79
  FedEx Corp* Industrials -12.15 0.74
  Black Knight Inc A Technology 7.29 0.72
  SPX FLOW Inc Industrials -9.21 0.68
  First Midwest Bancorp Inc Financial Services 9.04 0.68
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Best 5-Year Relative Performance | More
10-19-18

Worst 5-Year Relative Performance | More
10-19-18

Lowest Expenses | More
10-19-18

Highest Expenses | More
10-19-18

Fund Name Expense Ratio Analyst Report
CRM Long/Short Opportunities Instl 2.80 ---
CRM All Cap Value Inst 1.25 ---
CRM Small Cap Value Inv 1.15 ---
CRM Small/Mid Cap Value Inv 1.14 ---
CRM Mid Cap Value Instl 0.94 ---

Longest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
CRM Large Cap Opportunity Instl Robert Maina 6
CRM All Cap Value Inst Jay B. Abramson 5
CRM Mid Cap Value Instl Thaddeus Pollock 4
CRM Small Cap Value Inv Brian M. Harvey 4
CRM Small/Mid Cap Value Inv Brittain Ezzes 3

Shortest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
CRM Long/Short Opportunities Instl Jay B. Abramson 1
CRM Small/Mid Cap Value Inv Brittain Ezzes 3
CRM Small Cap Value Inv Brian M. Harvey 4
CRM Mid Cap Value Instl Thaddeus Pollock 4
CRM All Cap Value Inst Jay B. Abramson 5
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