CRM Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return33.885.25-4.0616.412.00
    Category Average34.667.20-4.5813.743.60
    Assets for Each Yr*4.943.561.972.062.08
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.00 5.88 11.40

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,080 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 81.55 1.09 Average
    International Stock 3.0 0.59 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Treehouse Foods Inc* Consumer Defensive 15.93 1.96
    CSRA Inc* Technology -8.73 1.85
    STERIS PLC* Healthcare 1.83 1.73
    Dun & Bradstreet Corp* Industrials -13.61 1.64
    Energen Corp* Energy -11.13 1.63
    KeyCorp* Financial Services -5.50 1.61
    Equity Commonwealth* RealEstate 3.51 1.56
    W R Grace & Co* Basic Materials 2.34 1.56
    NiSource Inc* Utilities 8.33 1.40
    PTC Inc* Technology 13.72 1.37
    Allegion PLC* Industrials 17.27 1.35
    Associated Banc-Corp* Financial Services -4.78 1.35
    Avangrid Inc* Utilities 14.58 1.20
    MACOM Technology Solutions Holdi* Technology -2.29 1.20
    American Water Works Co Inc* Utilities 6.71 1.14
    Xylem Inc* Industrials -0.48 1.13
    QTS Realty Trust Inc Class A* RealEstate -3.71 1.13
    Callon Petroleum Co* Energy -22.45 1.09
    PVH Corp* Consumer Cyclical 12.52 1.09
    Corporate Office Properties Trus* RealEstate 5.38 1.05

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Jay B. Abramson 8.20
    CRM Large Cap Opport Jay B. Abramson 6.50
    CRM All Cap Value In Jay B. Abramson 5.40
    CRM Small Cap Value Brian M. Harvey 5.40
    CRM Small/Mid Cap Va Jay B. Abramson 5.30

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 0.60
    CRM International Op Andrey A. Belov 3.40
    CRM Small/Mid Cap Va Jay B. Abramson 5.30
    CRM All Cap Value In Jay B. Abramson 5.40
    CRM Small Cap Value Brian M. Harvey 5.40