CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-4.1616.6413.31-9.4317.49
    Category Average-4.6814.0313.89-10.0715.32
    Assets for Each Yr*1.901.961.781.491.61
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.49 8.86 7.26

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,614 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 70.07 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Carlisle Companies Inc* Industrials 37.74 2.28
    Associated Banc-Corp* Financial Services -2.93 1.98
    W R Grace & Co* Basic Materials 1.71 1.89
    G-III Apparel Group Ltd* Consumer Cyclical -28.76 1.82
    RPM International Inc* Basic Materials 14.63 1.77
    Black Hills Corp* Utilities 24.12 1.64
    Equinix Inc* RealEstate 57.93 1.47
    Hancock Whitney Corp* Financial Services 0.81 1.32
    Microsoft Corp* Technology 32.69 1.26
    Performance Food Group Co* Consumer Defensive 42.30 1.23
    Expedia Group Inc* Consumer Cyclical 14.07 1.14
    Anthem Inc* Healthcare -0.25 0.98
    GCP Applied Technologies Inc* Basic Materials -30.26 0.97
    United Technologies Corp* Industrials 17.98 0.94
    BankUnited Inc* Financial Services 5.11 0.91
    BancorpSouth Bank* Financial Services 3.21 0.79
    Diamondback Energy Inc* Energy 2.59 0.70
    Edgewell Personal Care Co* Consumer Defensive -21.12 0.68
    AMETEK Inc* Industrials 23.93 0.65
    SPX FLOW Inc* Industrials 3.55 0.59

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Thaddeus Pollock 5.10
    CRM Small Cap Value Brian M. Harvey 4.60
    CRM Small/Mid Cap Va Brittain Ezzes 4.10
    CRM All Cap Value In Robert Maina 1.80
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.60

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.60
    CRM All Cap Value In Robert Maina 1.80
    CRM Small/Mid Cap Va Brittain Ezzes 4.10
    CRM Small Cap Value Brian M. Harvey 4.60
    CRM Mid Cap Value In Thaddeus Pollock 5.10