CRM Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.540.31
    Category Average7.25-4.5813.8414.20-0.96
    Assets for Each Yr*3.541.952.051.882.04
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.31 7.32 10.17

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,042 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 66.19 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical -0.10 2.27
    Dun & Bradstreet Corp* Industrials 5.15 2.25
    Dover Corp* Industrials -4.60 2.03
    PVH Corp* Consumer Cyclical 13.07 1.79
    KeyCorp* Financial Services 0.92 1.72
    FLIR Systems Inc* Technology 16.99 1.44
    IHS Markit Ltd A* Industrials 13.91 1.36
    Six Flags Entertainment Corp* Consumer Cyclical -1.89 1.30
    Allergan PLC* Healthcare -2.27 1.29
    W R Grace & Co* Basic Materials 5.28 1.19
    Vulcan Materials Co* Basic Materials 0.86 1.16
    Lumentum Holdings Inc* Technology 27.61 1.13
    Microchip Technology Inc* Technology 6.43 1.07
    Microsoft Corp* Technology 13.63 1.04
    Wells Fargo & Co* Financial Services -10.20 1.01
    Treehouse Foods Inc* Consumer Defensive -6.43 1.01
    BancorpSouth Bank* Financial Services 8.55 0.99
    Norfolk Southern Corp* Industrials 6.23 0.97
    FedEx Corp* Industrials 0.16 0.94
    Associated Banc-Corp* Financial Services 6.69 0.91

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Small/Mid Cap Va Jay B. Abramson 6.50
    CRM Large Cap Opport Robert Maina 5.20
    CRM All Cap Value In Jay B. Abramson 4.10
    CRM Mid Cap Value In Thaddeus Pollock 3.80
    CRM Small Cap Value Brian M. Harvey 3.30

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 0.80
    CRM Small Cap Value Brian M. Harvey 3.30
    CRM Mid Cap Value In Thaddeus Pollock 3.80
    CRM All Cap Value In Jay B. Abramson 4.10
    CRM Large Cap Opport Robert Maina 5.20