CRM Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return5.30-4.1116.5013.547.04
    Category Average7.25-4.5813.8414.203.80
    Assets for Each Yr*3.541.952.051.881.91
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 7.04 9.55 9.72

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,913 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 70.36 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical 24.68 2.63
    PVH Corp* Consumer Cyclical 8.76 1.66
    Microsoft Corp* Technology 27.24 1.39
    Vail Resorts Inc* Consumer Cyclical 40.15 1.37
    IHS Markit Ltd A* Industrials 19.07 1.31
    United Technologies Corp* Industrials 7.03 1.24
    W R Grace & Co* Basic Materials 1.44 1.20
    Associated Banc-Corp* Financial Services 8.66 1.13
    American International Group Inc* Financial Services -10.67 1.10
    CSX Corp* Industrials 34.76 1.09
    Philip Morris International Inc* Consumer Defensive -17.41 1.07
    FedEx Corp* Industrials -0.58 1.06
    Worldpay Inc Class A* Industrials 28.47 1.04
    Adtalem Global Education Inc* Consumer Defensive 12.25 0.99
    DowDuPont Inc* Basic Materials -3.75 0.97
    DXC Technology Co* Technology 1.63 0.96
    KeyCorp* Financial Services 8.16 0.90
    BancorpSouth Bank* Financial Services 10.75 0.87
    Danaher Corp* Healthcare 8.85 0.86
    Humana Inc* Healthcare 31.06 0.85

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Large Cap Opport Robert Maina 5.50
    CRM All Cap Value In Jay B. Abramson 4.30
    CRM Mid Cap Value In Thaddeus Pollock 4.10
    CRM Small Cap Value Brian M. Harvey 3.60
    CRM Small/Mid Cap Va Brittain Ezzes 3.10

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 1.10
    CRM Small/Mid Cap Va Brittain Ezzes 3.10
    CRM Small Cap Value Brian M. Harvey 3.60
    CRM Mid Cap Value In Thaddeus Pollock 4.10
    CRM All Cap Value In Jay B. Abramson 4.30