CRM Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return33.885.25-4.0616.416.04
    Category Average34.667.20-4.5813.746.51
    Assets for Each Yr*4.943.561.972.061.97
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.04 7.63 12.55

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,974 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 76.26 1.09 Average
    International Stock 3.6 0.71 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Dun & Bradstreet Corp* Industrials -5.67 1.53
    STERIS PLC* Healthcare 28.79 1.41
    W R Grace & Co* Basic Materials 0.44 1.36
    Treehouse Foods Inc* Consumer Defensive -3.53 1.35
    CSRA Inc* Technology 0.66 1.28
    PTC Inc* Technology 14.52 1.20
    Energen Corp* Energy -14.72 1.12
    KeyCorp* Financial Services -1.64 1.11
    Equity Commonwealth* RealEstate 0.66 1.07
    Johnson Controls International P* Basic Materials -9.23 1.04
    Harris Corp* Technology 17.27 1.02
    PVH Corp* Consumer Cyclical 35.61 0.99
    Bloomin Brands Inc* Consumer Cyclical -1.05 0.97
    NiSource Inc* Utilities 22.92 0.97
    Callon Petroleum Co* Energy -35.33 0.96
    Total System Services Inc* Financial Services 32.78 0.95
    Allergan PLC* Healthcare 8.03 0.94
    Allegion PLC* Industrials 23.67 0.93
    Associated Banc-Corp* Financial Services -10.36 0.93
    Palo Alto Networks Inc* Technology 4.41 0.85

    Best 5-Year Relative Performance | More
    08-17-17

    Worst 5-Year Relative Performance | More
    08-17-17

    Lowest Expenses | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Jay B. Abramson 8.60
    CRM Large Cap Opport Jay B. Abramson 6.90
    CRM All Cap Value In Jay B. Abramson 5.80
    CRM Small Cap Value Brian M. Harvey 5.80
    CRM Small/Mid Cap Va Jay B. Abramson 5.70

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.00
    CRM International Op Andrey A. Belov 3.80
    CRM Small/Mid Cap Va Jay B. Abramson 5.70
    CRM All Cap Value In Jay B. Abramson 5.80
    CRM Small Cap Value Brian M. Harvey 5.80