CRM Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------7.65
    Category Average7.25-4.5813.8414.205.30
    Assets for Each Yr*3.541.952.051.881.93
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 7.65 13.48 9.57

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,927 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 70.60 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 9.97 1.80
    DXC Technology Co* Technology 0.25 1.67
    CommVault Systems Inc* Technology 12.93 1.39
    Microsoft Corp* Technology 25.30 1.27
    CSX Corp* Industrials 26.27 1.23
    Humana Inc* Healthcare 29.36 1.22
    Hancock Whitney Corp* Financial Services -6.10 1.16
    KeyCorp* Financial Services -2.65 0.90
    Wells Fargo & Co* Financial Services -13.22 0.79
    FedEx Corp* Industrials -12.15 0.74
    Black Knight Inc A* Technology 7.29 0.72
    First Midwest Bancorp Inc* Financial Services 9.04 0.68
    SPX FLOW Inc* Industrials -9.21 0.68
    GCP Applied Technologies Inc* Basic Materials -21.94 0.67
    Microchip Technology Inc* Technology -21.71 0.67
    Regis Corp* Consumer Cyclical 25.85 0.67
    Callon Petroleum Co* Energy -0.49 0.64
    Corporate Office Properties Trus* RealEstate -3.37 0.59
    American Water Works Co Inc* Utilities -2.97 0.58
    Equinix Inc* RealEstate -10.89 0.57

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.60
    CRM All Cap Value In Jay B. Abramson 4.50
    CRM Mid Cap Value In Thaddeus Pollock 4.20
    CRM Small Cap Value Brian M. Harvey 3.70
    CRM Small/Mid Cap Va Brittain Ezzes 3.20

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.20
    CRM Small/Mid Cap Va Brittain Ezzes 3.20
    CRM Small Cap Value Brian M. Harvey 3.70
    CRM Mid Cap Value In Thaddeus Pollock 4.20
    CRM All Cap Value In Jay B. Abramson 4.50