CRM Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-4.1116.5013.54-9.55--
    Category Average-4.5813.8414.20-9.903.28
    Assets for Each Yr*1.952.051.881.551.55
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -9.55 6.16 3.85

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,553 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 70.54 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Associated Banc-Corp* Financial Services 9.45 1.94
    Dover Corp* Industrials 13.73 1.77
    Clean Harbors Inc* Industrials 16.19 1.69
    RPM International Inc* Basic Materials -5.55 1.63
    W R Grace & Co* Basic Materials 6.39 1.53
    Allergan PLC* Healthcare 19.87 1.34
    Tiffany & Co* Consumer Cyclical 11.56 1.33
    G-III Apparel Group Ltd* Consumer Cyclical 24.02 1.26
    Microsoft Corp* Technology 6.05 1.26
    FLIR Systems Inc* Technology 4.25 1.24
    Hancock Whitney Corp* Financial Services 21.36 1.23
    DowDuPont Inc* Basic Materials 8.56 1.11
    Wells Fargo & Co* Financial Services 8.53 1.07
    IHS Markit Ltd* Industrials 7.59 1.07
    United Technologies Corp* Industrials 6.97 1.05
    Expedia Group Inc* Consumer Cyclical 5.18 1.04
    Bio-Rad Laboratories Inc* Healthcare 3.20 1.04
    Cott Corp* Consumer Defensive 8.18 1.00
    KeyCorp* Financial Services 14.01 0.98
    CSX Corp* Industrials 8.42 0.90

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.90
    CRM All Cap Value In Jay B. Abramson 4.70
    CRM Mid Cap Value In Thaddeus Pollock 4.50
    CRM Small Cap Value Brian M. Harvey 4.00
    CRM Small/Mid Cap Va Brittain Ezzes 3.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.50
    CRM Small/Mid Cap Va Brittain Ezzes 3.50
    CRM Small Cap Value Brian M. Harvey 4.00
    CRM Mid Cap Value In Thaddeus Pollock 4.50
    CRM All Cap Value In Jay B. Abramson 4.70