CRM Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-4.1116.5013.54-9.5510.98
    Category Average-4.5813.8414.20-9.907.91
    Assets for Each Yr*1.952.051.881.551.55
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.98 7.70 5.79

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,548 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 69.21 1.04 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-14-19

      Sector YTD Return % % Net Assets  
    DXC Technology Co* Technology -1.97 2.12
    Trinet Group Inc* Industrials 64.51 1.90
    PVH Corp* Consumer Cyclical -5.23 1.84
    W R Grace & Co* Basic Materials 15.38 1.78
    Dover Corp* Industrials 36.76 1.40
    G-III Apparel Group Ltd* Consumer Cyclical -7.85 1.39
    Microchip Technology Inc* Technology 16.69 1.28
    Microsoft Corp* Technology 31.31 1.28
    Hancock Whitney Corp* Financial Services 16.28 1.25
    Tiffany & Co* Consumer Cyclical 13.74 1.23
    Equity Commonwealth* RealEstate 12.60 1.07
    Bio-Rad Laboratories Inc* Healthcare 28.51 1.06
    Carbonite Inc* Technology -6.69 1.02
    Vail Resorts Inc* Consumer Cyclical 12.77 1.00
    Broadcom Inc* Technology 5.62 0.89
    Xylem Inc* Industrials 22.24 0.88
    Extreme Networks Inc* Technology -8.52 0.82
    BancorpSouth Bank* Financial Services 9.72 0.81
    Clean Harbors Inc* Industrials 34.55 0.80
    The Cooper Companies Inc* Healthcare 26.97 0.77

    Best 5-Year Relative Performance | More
    06-14-19

    Worst 5-Year Relative Performance | More
    06-14-19

    Lowest Expenses | More
    06-14-19

    Highest Expenses | More
    06-14-19

    Longest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 6.30
    CRM All Cap Value In Jay B. Abramson 5.10
    CRM Mid Cap Value In Thaddeus Pollock 4.90
    CRM Small Cap Value Brian M. Harvey 4.40
    CRM Small/Mid Cap Va Brittain Ezzes 3.90

    Shortest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.90
    CRM Small/Mid Cap Va Brittain Ezzes 3.90
    CRM Small Cap Value Brian M. Harvey 4.40
    CRM Mid Cap Value In Thaddeus Pollock 4.90
    CRM All Cap Value In Jay B. Abramson 5.10