CRM Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 5.3 -4.1 16.5 13.5 4.2
Category Average 7.3 -4.6 13.8 14.2 1.8
Assets for Each Yr* 3.5 2.0 2.1 1.9 2.0
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 4.16 8.10 10.45

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,023 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.4 64.67 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 4.0
Stocks 96.0
Bonds 0.0
Other 0.0
Annual Turnover % 166
% Assets in Top 10 12.0
 
Sector Breakdown (% of stocks) 
Sensitive 40.6
Communication Services 0.6
Energy 5.2
Industrials 17.6
Technology 17.2
Cyclical 39.5
Basic Materials 8.1
Consumer Cyclical 11.6
Financial Services 16.7
Real Estate 3.1
Defensive 19.9
Consumer Defensives 7.7
Healthcare 8.6
Utilities 3.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-19-18

  Sector YTD Return % % Net Assets  
  Allergan PLC* Healthcare 6.88 1.67
  Dover Corp* Industrials -5.03 1.39
  Microsoft Corp* Technology 23.03 1.39
  W R Grace & Co Basic Materials 5.96 1.20
  Associated Banc-Corp Financial Services 11.61 1.13
  CSX Corp* Industrials 26.50 1.09
  Philip Morris International Inc* Consumer Defensive -21.33 1.07
  FedEx Corp* Industrials -4.74 1.06
  Worldpay Inc Class A* Industrials 17.82 1.04
  Adtalem Global Education Inc Consumer Defensive 25.33 0.99
  DowDuPont Inc* Basic Materials -6.07 0.97
  RPM International Inc Basic Materials 24.00 0.94
  Danaher Corp* Healthcare 11.53 0.86
  AutoZone Inc* Consumer Cyclical 0.67 0.83
  Zimmer Biomet Holdings Inc* Healthcare -6.59 0.81
  Equity Commonwealth RealEstate 3.41 0.80
  Hancock Whitney Corp Financial Services 4.10 0.78
  Energen Corp Energy 30.05 0.74
  GCP Applied Technologies Inc Basic Materials -6.90 0.74
  Callon Petroleum Co Energy -7.41 0.73
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Best 5-Year Relative Performance | More
07-19-18

Worst 5-Year Relative Performance | More
07-19-18

Lowest Expenses | More
07-19-18

Highest Expenses | More
07-19-18

Fund Name Expense Ratio Analyst Report
CRM Long/Short Opportunities Instl 1.60 ---
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
07-19-18

Fund Name Manager Name Average Manager Tenure
CRM Large Cap Opportunity Instl Robert Maina 5
CRM All Cap Value Inst Jay B. Abramson 4
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
07-19-18

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 4
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