CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.25-4.0616.4113.61--
    Category Average7.20-4.5813.7414.271.43
    Assets for Each Yr*3.561.972.061.901.90
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.61 8.26 12.32

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,897 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 73.46 1.10 Average
    International Stock 4.0 0.77 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Dun & Bradstreet Corp* Industrials 1.31 2.40
    KeyCorp* Financial Services 6.20 1.69
    Dover Corp* Industrials 3.12 1.69
    PVH Corp* Consumer Cyclical 4.68 1.63
    Total System Services Inc* Financial Services 3.68 1.44
    Johnson Controls International P* Industrials 4.43 1.39
    W R Grace & Co* Basic Materials 4.89 1.39
    FLIR Systems Inc* Technology 7.85 1.36
    STERIS PLC* Healthcare 4.80 1.33
    Treehouse Foods Inc* Consumer Defensive -1.19 1.29
    Atmos Energy Corp* Utilities -7.04 1.28
    Bio-Rad Laboratories Inc* Healthcare 4.06 1.21
    PTC Inc* Technology 8.49 1.18
    Equity Commonwealth* RealEstate -2.26 1.13
    Xylem Inc* Industrials 3.31 1.08
    Microchip Technology Inc* Technology 6.33 1.05
    Mohawk Industries Inc* Consumer Cyclical -0.66 1.04
    Hubbell Inc* Industrials 2.22 0.99
    NiSource Inc* Utilities -6.23 0.99
    Terex Corp* Industrials 1.20 0.97

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Small Cap Value Brian M. Harvey 6.20
    CRM Small/Mid Cap Va Jay B. Abramson 6.10
    CRM Large Cap Opport Robert Maina 4.90
    CRM All Cap Value In Jay B. Abramson 4.20
    CRM International Op Andrey A. Belov 4.20

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.40
    CRM Mid Cap Value In Thaddeus Pollock 3.50
    CRM All Cap Value In Jay B. Abramson 4.20
    CRM International Op Andrey A. Belov 4.20
    CRM Large Cap Opport Robert Maina 4.90