CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-4.1616.6413.31-9.4316.35
    Category Average-4.6814.0313.89-10.0714.27
    Assets for Each Yr*1.901.961.781.491.59
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 16.35 9.61 6.12

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,585 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 69.60 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 70.25 2.33
    Carlisle Companies Inc* Industrials 35.48 2.28
    W R Grace & Co* Basic Materials 20.26 1.89
    G-III Apparel Group Ltd* Consumer Cyclical 1.83 1.82
    Black Hills Corp* Utilities 28.99 1.64
    PTC Inc* Technology 9.86 1.60
    Dover Corp* Industrials 42.38 1.59
    Cott Corp* Consumer Defensive -5.95 1.46
    Treehouse Foods Inc* Consumer Defensive 9.58 1.08
    Equity Commonwealth* RealEstate 9.50 1.03
    Vail Resorts Inc* Consumer Cyclical 9.58 0.95
    Xylem Inc* Industrials 24.37 0.95
    Apergy Corp* Energy 17.39 0.94
    American Water Works Co Inc* Utilities 29.54 0.84
    TE Connectivity Ltd* Technology 26.06 0.84
    CommVault Systems Inc* Technology -14.62 0.81
    Danaher Corp* Healthcare 36.12 0.79
    KeyCorp* Financial Services 23.21 0.78
    Cousins Properties Inc* RealEstate 21.99 0.73
    Diamondback Energy Inc* Energy 19.89 0.70

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Thaddeus Pollock 5.00
    CRM Small Cap Value Brian M. Harvey 4.50
    CRM Small/Mid Cap Va Brittain Ezzes 4.00
    CRM All Cap Value In Robert Maina 1.70
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.50

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.50
    CRM All Cap Value In Robert Maina 1.70
    CRM Small/Mid Cap Va Brittain Ezzes 4.00
    CRM Small Cap Value Brian M. Harvey 4.50
    CRM Mid Cap Value In Thaddeus Pollock 5.00