CRM Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return33.885.25-4.0616.4113.45
    Category Average34.667.20-4.5813.7413.63
    Assets for Each Yr*4.943.561.972.061.92
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 13.45 8.52 12.90

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,924 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 73.50 1.10 Average
    International Stock 3.0 0.75 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Dun & Bradstreet Corp* Industrials 1.67 2.40
    KeyCorp* Financial Services 10.95 1.69
    Dover Corp* Industrials 34.02 1.69
    PVH Corp* Consumer Cyclical 50.17 1.63
    Total System Services Inc* Financial Services 56.86 1.44
    Johnson Controls International P* Industrials -7.36 1.39
    W R Grace & Co* Basic Materials 5.12 1.39
    FLIR Systems Inc* Technology 29.84 1.36
    STERIS PLC* Healthcare 33.00 1.33
    Treehouse Foods Inc* Consumer Defensive -35.13 1.29
    Atmos Energy Corp* Utilities 26.28 1.28
    Bio-Rad Laboratories Inc* Healthcare 39.94 1.21
    PTC Inc* Technology 33.35 1.18
    Equity Commonwealth* RealEstate -0.23 1.13
    Xylem Inc* Industrials 39.16 1.08
    Microchip Technology Inc* Technology 38.51 1.05
    Mohawk Industries Inc* Consumer Cyclical 40.51 1.04
    Hubbell Inc* Industrials 14.50 0.99
    NiSource Inc* Utilities 25.75 0.99
    Terex Corp* Industrials 47.92 0.97

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Small Cap Value Brian M. Harvey 6.10
    CRM Small/Mid Cap Va Jay B. Abramson 6.00
    CRM Large Cap Opport Robert Maina 4.80
    CRM All Cap Value In Jay B. Abramson 4.10
    CRM International Op Andrey A. Belov 4.10

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.30
    CRM Mid Cap Value In Thaddeus Pollock 3.40
    CRM All Cap Value In Jay B. Abramson 4.10
    CRM International Op Andrey A. Belov 4.10
    CRM Large Cap Opport Robert Maina 4.80