CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.544.16
    Category Average7.25-4.5813.8414.201.76
    Assets for Each Yr*3.541.952.051.882.02
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.16 8.10 10.45

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,023 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 64.67 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical 28.23 2.63
    Allergan PLC* Healthcare 9.18 1.67
    Dover Corp* Industrials -8.21 1.39
    Microsoft Corp* Technology 24.23 1.39
    Vail Resorts Inc* Consumer Cyclical 36.95 1.37
    IHS Markit Ltd A* Industrials 15.77 1.31
    United Technologies Corp* Industrials 2.62 1.24
    W R Grace & Co* Basic Materials 6.97 1.20
    CSX Corp* Industrials 18.43 1.09
    Cott Corp* Consumer Defensive 1.26 1.07
    Philip Morris International Inc* Consumer Defensive -19.65 1.07
    FedEx Corp* Industrials -5.87 1.06
    Adtalem Global Education Inc* Consumer Defensive 24.26 0.99
    DXC Technology Co* Technology 0.35 0.96
    RPM International Inc* Basic Materials 17.23 0.94
    KeyCorp* Financial Services -1.91 0.90
    Danaher Corp* Healthcare 7.22 0.86
    AutoZone Inc* Consumer Cyclical -3.43 0.83
    Xylem Inc* Industrials 1.09 0.81
    Zimmer Biomet Holdings Inc* Healthcare -4.39 0.81

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Small/Mid Cap Va Jay B. Abramson 6.60
    CRM Large Cap Opport Robert Maina 5.40
    CRM All Cap Value In Jay B. Abramson 4.20
    CRM Mid Cap Value In Thaddeus Pollock 4.00
    CRM Small Cap Value Brian M. Harvey 3.50

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.00
    CRM Small Cap Value Brian M. Harvey 3.50
    CRM Mid Cap Value In Thaddeus Pollock 4.00
    CRM All Cap Value In Jay B. Abramson 4.20
    CRM Large Cap Opport Robert Maina 5.40