CRM Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return33.885.25-4.0616.414.05
    Category Average34.667.20-4.5813.743.88
    Assets for Each Yr*4.943.561.972.061.97
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.05 6.52 12.65

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,974 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 79.54 1.09 Average
    International Stock 3.6 0.70 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    Dun & Bradstreet Corp* Industrials -13.06 1.53
    STERIS PLC* Healthcare 21.72 1.41
    W R Grace & Co* Basic Materials 4.49 1.36
    Treehouse Foods Inc* Consumer Defensive 10.54 1.35
    CSRA Inc* Technology -0.50 1.28
    PTC Inc* Technology 21.48 1.20
    Energen Corp* Energy -16.87 1.12
    KeyCorp* Financial Services 0.60 1.11
    Equity Commonwealth* RealEstate 5.13 1.07
    Johnson Controls International P* Basic Materials 3.54 1.04
    Harris Corp* Technology 7.75 1.03
    PVH Corp* Consumer Cyclical 24.73 0.99
    Bloomin Brands Inc* Consumer Cyclical 18.25 0.98
    NiSource Inc* Utilities 18.47 0.97
    Callon Petroleum Co* Energy -32.53 0.96
    Total System Services Inc* Financial Services 19.58 0.96
    Allergan PLC* Healthcare 17.85 0.94
    Allegion PLC* Industrials 26.42 0.93
    Associated Banc-Corp* Financial Services -0.04 0.93
    Palo Alto Networks Inc* Technology 7.94 0.85

    Best 5-Year Relative Performance | More
    06-27-17

    Worst 5-Year Relative Performance | More
    06-27-17

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Jay B. Abramson 8.40
    CRM Large Cap Opport Jay B. Abramson 6.70
    CRM All Cap Value In Jay B. Abramson 5.70
    CRM Small Cap Value Brian M. Harvey 5.70
    CRM Small/Mid Cap Va Jay B. Abramson 5.60

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 0.90
    CRM International Op Andrey A. Belov 3.70
    CRM Small/Mid Cap Va Jay B. Abramson 5.60
    CRM All Cap Value In Jay B. Abramson 5.70
    CRM Small Cap Value Brian M. Harvey 5.70