CRM Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-4.1116.5013.54-9.557.90
    Category Average-4.5813.8414.20-9.908.30
    Assets for Each Yr*1.952.051.881.551.66
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.90 11.07 6.18

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,660 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 71.56 1.04 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Associated Banc-Corp* Financial Services 17.94 1.94
    Trinet Group Inc* Industrials 46.44 1.86
    Dover Corp* Industrials 28.85 1.77
    Allergan PLC* Healthcare 3.77 1.34
    G-III Apparel Group Ltd* Consumer Cyclical 29.04 1.26
    FLIR Systems Inc* Technology 19.52 1.24
    DowDuPont Inc* Basic Materials 2.08 1.11
    Wells Fargo & Co* Financial Services 8.14 1.07
    Expedia Group Inc* Consumer Cyclical 13.85 1.04
    Cott Corp* Consumer Defensive 11.84 1.00
    CSX Corp* Industrials 16.71 0.90
    Equity Commonwealth* RealEstate 9.30 0.88
    Black Hills Corp* Utilities 11.99 0.86
    Broadcom Inc* Technology 10.77 0.86
    FedEx Corp* Industrials 11.73 0.85
    Boston Private Financial Holding* Financial Services 15.42 0.83
    Treehouse Foods Inc* Consumer Defensive 18.32 0.75
    Black Knight Inc A* Technology 16.38 0.74
    First Midwest Bancorp Inc* Financial Services 16.86 0.74
    Microchip Technology Inc* Technology 26.10 0.68

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 6.00
    CRM All Cap Value In Jay B. Abramson 4.80
    CRM Mid Cap Value In Thaddeus Pollock 4.60
    CRM Small Cap Value Brian M. Harvey 4.10
    CRM Small/Mid Cap Va Brittain Ezzes 3.60

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.60
    CRM Small/Mid Cap Va Brittain Ezzes 3.60
    CRM Small Cap Value Brian M. Harvey 4.10
    CRM Mid Cap Value In Thaddeus Pollock 4.60
    CRM All Cap Value In Jay B. Abramson 4.80