CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-4.1116.5013.54-9.5518.01
    Category Average-4.5813.8414.20-9.9015.00
    Assets for Each Yr*1.952.051.881.551.65
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 18.01 10.84 7.33

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,653 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 69.80 1.04 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 49.30 1.90
    PVH Corp* Consumer Cyclical 18.77 1.84
    Cott Corp* Consumer Defensive -0.22 1.25
    Hancock Whitney Corp* Financial Services 18.70 1.25
    Treehouse Foods Inc* Consumer Defensive 15.54 1.14
    Performance Food Group Co* Consumer Defensive 24.54 1.10
    Equity Commonwealth* RealEstate 7.10 1.07
    Bio-Rad Laboratories Inc* Healthcare 28.87 1.06
    Carbonite Inc* Technology -1.78 1.02
    Air Products & Chemicals Inc* Basic Materials 31.58 0.96
    The Hanover Insurance Group Inc* Financial Services 9.60 0.96
    KeyCorp* Financial Services 14.61 0.89
    PTC Inc* Technology 6.82 0.89
    Broadcom Inc* Technology 17.96 0.89
    Extreme Networks Inc* Technology 3.44 0.82
    Diamondback Energy Inc* Energy 19.48 0.71
    FLIR Systems Inc* Technology 15.71 0.67
    DowDuPont Inc* Basic Materials -7.91 0.61
    Coca-Cola Consolidated Inc* Consumer Defensive 83.47 0.53
    Equitrans Midstream Corp* Energy 14.39 0.52

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 6.20
    CRM All Cap Value In Jay B. Abramson 5.10
    CRM Mid Cap Value In Thaddeus Pollock 4.80
    CRM Small Cap Value Brian M. Harvey 4.30
    CRM Small/Mid Cap Va Brittain Ezzes 3.80

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.80
    CRM Small/Mid Cap Va Brittain Ezzes 3.80
    CRM Small Cap Value Brian M. Harvey 4.30
    CRM Mid Cap Value In Thaddeus Pollock 4.80
    CRM All Cap Value In Jay B. Abramson 5.10