CRM Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return33.885.25-4.0616.419.66
    Category Average34.667.20-4.5813.749.30
    Assets for Each Yr*4.943.561.972.061.96
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.66 8.79 12.31

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,960 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 75.16 1.10 Average
    International Stock 3.0 0.72 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Dun & Bradstreet Corp* Industrials -1.39 2.40
    KeyCorp* Financial Services 2.71 1.69
    Dover Corp* Industrials 28.52 1.69
    PVH Corp* Consumer Cyclical 42.31 1.63
    Total System Services Inc* Financial Services 39.12 1.44
    Johnson Controls International P* Industrials 2.86 1.39
    W R Grace & Co* Basic Materials 6.64 1.39
    FLIR Systems Inc* Technology 20.95 1.36
    STERIS PLC* Healthcare 36.68 1.33
    Treehouse Foods Inc* Consumer Defensive -6.39 1.29
    Atmos Energy Corp* Utilities 18.98 1.28
    Bio-Rad Laboratories Inc* Healthcare 21.76 1.21
    PTC Inc* Technology 31.23 1.18
    Equity Commonwealth* RealEstate -0.79 1.13
    Xylem Inc* Industrials 30.80 1.08
    Microchip Technology Inc* Technology 46.24 1.05
    Mohawk Industries Inc* Consumer Cyclical 32.47 1.04
    Hubbell Inc* Industrials 7.26 0.99
    NiSource Inc* Utilities 22.79 0.99
    Terex Corp* Industrials 46.15 0.97

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Jay B. Abramson 8.80
    CRM Large Cap Opport Jay B. Abramson 7.10
    CRM All Cap Value In Jay B. Abramson 6.00
    CRM Small Cap Value Brian M. Harvey 6.00
    CRM Small/Mid Cap Va Jay B. Abramson 5.90

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.20
    CRM International Op Andrey A. Belov 4.00
    CRM Small/Mid Cap Va Jay B. Abramson 5.90
    CRM All Cap Value In Jay B. Abramson 6.00
    CRM Small Cap Value Brian M. Harvey 6.00