CRM Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.548.49
    Category Average7.25-4.5813.8414.206.23
    Assets for Each Yr*3.541.952.051.881.95
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 8.49 12.02 10.68

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,951 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 70.89 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Allergan PLC* Healthcare 16.27 1.76
    CommVault Systems Inc* Technology 30.48 1.39
    RPM International Inc* Basic Materials 30.54 1.37
    Microsoft Corp* Technology 32.06 1.27
    Hancock Whitney Corp* Financial Services 1.72 1.16
    Adtalem Global Education Inc* Consumer Defensive 7.13 1.07
    Broadcom Inc* Technology -3.84 0.99
    KeyCorp* Financial Services 1.96 0.90
    Wells Fargo & Co* Financial Services -6.99 0.79
    Xylem Inc* Industrials 20.19 0.77
    FedEx Corp* Industrials -1.95 0.74
    AutoZone Inc* Consumer Cyclical 6.03 0.69
    First Midwest Bancorp Inc* Financial Services 12.83 0.68
    Nasdaq Inc* Financial Services 18.74 0.61
    PTC Inc* Technology 68.36 0.55
    Palo Alto Networks Inc* Technology 58.01 0.50
    Vonage Holdings Corp* Communication Services 30.88 0.45
    Camden Property Trust* RealEstate 2.76 0.43
    General Dynamics Corp* Industrials 1.60 0.42
    Fulton Financial Corp* Financial Services -0.89 0.41

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.60
    CRM All Cap Value In Jay B. Abramson 4.40
    CRM Mid Cap Value In Thaddeus Pollock 4.10
    CRM Small Cap Value Brian M. Harvey 3.70
    CRM Small/Mid Cap Va Brittain Ezzes 3.20

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.10
    CRM Small/Mid Cap Va Brittain Ezzes 3.20
    CRM Small Cap Value Brian M. Harvey 3.70
    CRM Mid Cap Value In Thaddeus Pollock 4.10
    CRM All Cap Value In Jay B. Abramson 4.40