CRM Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 33.9 5.3 -4.1 16.4 13.5
Category Average 34.7 7.2 -4.6 13.7 13.6
Assets for Each Yr* 4.9 3.6 2.0 2.1 1.9
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 13.45 8.52 12.90

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,924 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 73.50 1.10 Average
International Stock 3.0 0.75 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 5.2
Stocks 94.8
Bonds 0.0
Other 0.0
Annual Turnover % 144
% Assets in Top 10 15.6
 
Sector Breakdown (% of stocks) 
Sensitive 39.6
Communication Services 0.8
Energy 4.9
Industrials 21.2
Technology 12.7
Cyclical 41.2
Basic Materials 8.1
Consumer Cyclical 13.2
Financial Services 16.4
Real Estate 3.5
Defensive 19.2
Consumer Defensives 5.1
Healthcare 8.9
Utilities 5.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  Dun & Bradstreet Corp* Industrials 1.67 2.40
  KeyCorp* Financial Services 10.95 1.69
  Dover Corp* Industrials 34.02 1.69
  PVH Corp* Consumer Cyclical 50.17 1.63
  Total System Services Inc Financial Services 56.86 1.44
  Johnson Controls International PLC* Industrials -7.36 1.39
  W R Grace & Co Basic Materials 5.12 1.39
  FLIR Systems Inc Technology 29.84 1.36
  STERIS PLC Healthcare 33.00 1.33
  Treehouse Foods Inc Consumer Defensive -35.13 1.29
  Atmos Energy Corp* Utilities 26.28 1.28
  Bio-Rad Laboratories Inc Healthcare 39.94 1.21
  PTC Inc Technology 33.35 1.18
  Equity Commonwealth RealEstate -0.23 1.13
  Xylem Inc* Industrials 39.16 1.08
  Microchip Technology Inc* Technology 38.51 1.05
  Mohawk Industries Inc* Consumer Cyclical 40.51 1.04
  Hubbell Inc Industrials 14.50 0.99
  NiSource Inc* Utilities 25.75 0.99
  Terex Corp* Industrials 47.92 0.97
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Best 5-Year Relative Performance | More
12-08-17

Worst 5-Year Relative Performance | More
12-08-17

Lowest Expenses | More
12-08-17

Highest Expenses | More
12-08-17

Longest Manager Tenure | More
12-08-17

Fund Name Manager Name Average Manager Tenure
CRM Small Cap Value Inv Brian M. Harvey 6
CRM Small/Mid Cap Value Inv Jay B. Abramson 6
CRM Large Cap Opportunity Instl Robert Maina 5
CRM All Cap Value Inst Jay B. Abramson 4
CRM International Opportunity Instl Andrey A. Belov 4

Shortest Manager Tenure | More
12-08-17

Fund Name Manager Name Average Manager Tenure
CRM Long/Short Opportunities Instl Jay B. Abramson 1
CRM Mid Cap Value Instl Thaddeus Pollock 3
CRM All Cap Value Inst Jay B. Abramson 4
CRM International Opportunity Instl Andrey A. Belov 4
CRM Large Cap Opportunity Instl Robert Maina 5
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