CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.54-2.07
    Category Average7.25-4.5813.8414.20-2.71
    Assets for Each Yr*3.541.952.051.881.76
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.07 8.08 7.02

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,762 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 70.11 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-07-18

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical 14.12 2.47
    Allergan PLC* Healthcare 5.01 1.76
    DXC Technology Co* Technology -23.62 1.67
    W R Grace & Co* Basic Materials -2.72 1.51
    Clean Harbors Inc* Industrials 23.14 1.41
    CommVault Systems Inc* Technology 14.97 1.39
    RPM International Inc* Basic Materials 24.72 1.37
    FLIR Systems Inc* Technology 5.96 1.35
    Microsoft Corp* Technology 32.36 1.27
    CSX Corp* Industrials 32.65 1.23
    Humana Inc* Healthcare 43.10 1.22
    Dover Corp* Industrials 4.09 1.18
    DowDuPont Inc* Basic Materials -14.39 1.17
    Hancock Whitney Corp* Financial Services -13.86 1.16
    Adtalem Global Education Inc* Consumer Defensive 37.67 1.07
    Cott Corp* Consumer Defensive -6.24 1.07
    Danaher Corp* Healthcare 12.64 1.04
    Broadcom Inc* Technology -6.71 0.99
    United Technologies Corp* Industrials 3.98 0.97
    Bio-Rad Laboratories Inc* Healthcare 18.64 0.90

    Best 5-Year Relative Performance | More
    11-07-18

    Worst 5-Year Relative Performance | More
    11-07-18

    Lowest Expenses | More
    11-07-18

    Highest Expenses | More
    11-07-18

    Longest Manager Tenure | More
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.70
    CRM All Cap Value In Jay B. Abramson 4.50
    CRM Mid Cap Value In Thaddeus Pollock 4.30
    CRM Small Cap Value Brian M. Harvey 3.80
    CRM Small/Mid Cap Va Brittain Ezzes 3.30

    Shortest Manager Tenure | More
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.30
    CRM Small/Mid Cap Va Brittain Ezzes 3.30
    CRM Small Cap Value Brian M. Harvey 3.80
    CRM Mid Cap Value In Thaddeus Pollock 4.30
    CRM All Cap Value In Jay B. Abramson 4.50