CRM Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 33.9 5.3 -4.1 16.4 9.7
Category Average 34.7 7.2 -4.6 13.7 9.3
Assets for Each Yr* 4.9 3.6 2.0 2.1 2.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 9.66 8.79 12.31

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,960 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 75.16 1.10 Average
International Stock 3.0 0.72 1.38 Average
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 5.5
Stocks 94.3
Bonds 0.0
Other 0.2
Annual Turnover % 58
% Assets in Top 10 15.6
 
Sector Breakdown (% of stocks) 
Sensitive 34.9
Communication Services 0.9
Energy 4.7
Industrials 19.0
Technology 10.2
Cyclical 43.6
Basic Materials 8.6
Consumer Cyclical 11.5
Financial Services 19.3
Real Estate 4.2
Defensive 21.5
Consumer Defensives 5.8
Healthcare 9.3
Utilities 6.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-17

  Sector YTD Return % % Net Assets  
  Dun & Bradstreet Corp* Industrials -1.32 2.40
  KeyCorp* Financial Services 1.40 1.69
  Dover Corp* Industrials 21.25 1.69
  PVH Corp* Consumer Cyclical 39.47 1.63
  Total System Services Inc Financial Services 38.00 1.44
  Johnson Controls International PLC* Industrials 1.94 1.39
  W R Grace & Co Basic Materials 5.99 1.39
  FLIR Systems Inc Technology 20.75 1.36
  STERIS PLC Healthcare 35.73 1.33
  Treehouse Foods Inc Consumer Defensive -6.01 1.29
  Atmos Energy Corp* Utilities 19.26 1.28
  Bio-Rad Laboratories Inc Healthcare 20.17 1.21
  PTC Inc Technology 29.93 1.18
  Equity Commonwealth RealEstate -0.76 1.13
  Xylem Inc* Industrials 30.11 1.08
  Microchip Technology Inc* Technology 46.74 1.05
  Mohawk Industries Inc* Consumer Cyclical 30.73 1.04
  Hubbell Inc Industrials 5.34 0.99
  NiSource Inc* Utilities 23.24 0.99
  Terex Corp* Industrials 45.86 0.97
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Best 5-Year Relative Performance | More
10-19-17

Worst 5-Year Relative Performance | More
10-19-17

Lowest Expenses | More
10-19-17

Highest Expenses | More
10-19-17

Longest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
CRM Mid Cap Value Instl Jay B. Abramson 9
CRM Large Cap Opportunity Instl Jay B. Abramson 7
CRM All Cap Value Inst Jay B. Abramson 6
CRM Small Cap Value Inv Brian M. Harvey 6
CRM Small/Mid Cap Value Inv Jay B. Abramson 6

Shortest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
CRM Long/Short Opportunities Instl Jay B. Abramson 1
CRM International Opportunity Instl Andrey A. Belov 4
CRM Small/Mid Cap Value Inv Jay B. Abramson 6
CRM All Cap Value Inst Jay B. Abramson 6
CRM Small Cap Value Inv Brian M. Harvey 6
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