CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-4.1616.6413.31-9.4314.03
    Category Average-4.6814.0313.89-10.0711.90
    Assets for Each Yr*1.901.961.781.491.54
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.03 7.10 5.74

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,542 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 69.08 1.12 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Thaddeus Pollock 5.10
    CRM Small Cap Value Brian M. Harvey 4.70
    CRM Small/Mid Cap Va Brittain Ezzes 4.20
    CRM All Cap Value In Robert Maina 1.90
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Madeleine (Mimi) B. 1.70
    CRM All Cap Value In Robert Maina 1.90
    CRM Small/Mid Cap Va Brittain Ezzes 4.20
    CRM Small Cap Value Brian M. Harvey 4.70
    CRM Mid Cap Value In Thaddeus Pollock 5.10