CRM Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-4.1116.5013.54-9.5513.36
    Category Average-4.5813.8414.20-9.9011.87
    Assets for Each Yr*1.952.051.881.551.69
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 13.36 12.87 6.27

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,691 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 71.43 1.04 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    DXC Technology Co* Technology 23.13 2.12
    Associated Banc-Corp* Financial Services 11.12 2.10
    RPM International Inc* Basic Materials -1.33 2.04
    Black Hills Corp* Utilities 14.52 1.55
    Microsoft Corp* Technology 16.16 1.28
    Cott Corp* Consumer Defensive 6.81 1.25
    Tiffany & Co* Consumer Cyclical 21.25 1.23
    ServiceMaster Global Holdings In* Industrials 28.39 1.21
    NiSource Inc* Utilities 11.05 1.21
    Wells Fargo & Co* Financial Services 10.35 1.16
    Treehouse Foods Inc* Consumer Defensive 19.60 1.14
    Equity Commonwealth* RealEstate 8.90 1.07
    American International Group Inc* Financial Services 9.82 0.94
    KeyCorp* Financial Services 12.99 0.89
    Broadcom Inc* Technology 15.49 0.89
    GCP Applied Technologies Inc* Basic Materials 21.87 0.89
    Extreme Networks Inc* Technology 23.44 0.82
    American Water Works Co Inc* Utilities 15.84 0.80
    Nasdaq Inc* Financial Services 2.73 0.74
    FLIR Systems Inc* Technology 11.05 0.67

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 6.00
    CRM All Cap Value In Jay B. Abramson 4.90
    CRM Mid Cap Value In Thaddeus Pollock 4.60
    CRM Small Cap Value Brian M. Harvey 4.20
    CRM Small/Mid Cap Va Brittain Ezzes 3.70

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.60
    CRM Small/Mid Cap Va Brittain Ezzes 3.70
    CRM Small Cap Value Brian M. Harvey 4.20
    CRM Mid Cap Value In Thaddeus Pollock 4.60
    CRM All Cap Value In Jay B. Abramson 4.90