CRM Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.54-0.66
    Category Average7.25-4.5813.8414.20-1.32
    Assets for Each Yr*3.541.952.051.881.76
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.66 7.76 6.71

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,761 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 71.05 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 7.99 1.67
    PVH Corp* Consumer Cyclical -28.13 1.26
    Dover Corp* Industrials -3.86 1.18
    Zayo Group Holdings Inc* Technology -31.30 1.12
    Adtalem Global Education Inc* Consumer Defensive 26.16 1.07
    Broadcom Inc* Technology 1.30 0.99
    United Technologies Corp* Industrials -3.98 0.97
    Zimmer Biomet Holdings Inc* Healthcare -5.80 0.89
    Black Hills Corp* Utilities 15.02 0.85
    Air Products & Chemicals Inc* Basic Materials -1.87 0.85
    American International Group Inc* Financial Services -34.61 0.80
    Omnicell Inc* Technology 45.03 0.79
    Wells Fargo & Co* Financial Services -18.61 0.79
    The Hanover Insurance Group Inc* Financial Services 4.05 0.75
    First Midwest Bancorp Inc* Financial Services -8.54 0.68
    SPX FLOW Inc* Industrials -30.85 0.68
    Apergy Corp* Energy 0.62
    Corporate Office Properties Trus* RealEstate -16.22 0.59
    American Water Works Co Inc* Utilities 8.10 0.58
    PTC Inc* Technology 43.08 0.55

    Best 5-Year Relative Performance | More
    12-12-18

    Worst 5-Year Relative Performance | More
    12-12-18

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.80
    CRM All Cap Value In Jay B. Abramson 4.60
    CRM Mid Cap Value In Thaddeus Pollock 4.40
    CRM Small Cap Value Brian M. Harvey 3.90
    CRM Small/Mid Cap Va Brittain Ezzes 3.40

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.40
    CRM Small/Mid Cap Va Brittain Ezzes 3.40
    CRM Small Cap Value Brian M. Harvey 3.90
    CRM Mid Cap Value In Thaddeus Pollock 4.40
    CRM All Cap Value In Jay B. Abramson 4.60