CRM Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.25-4.0616.4113.61-0.85
    Category Average7.20-4.5813.7414.27-0.90
    Assets for Each Yr*3.561.972.061.902.04
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.85 6.75 9.83

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,038 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 65.76 1.10 Average
    International Stock 3.3 0.61 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical -4.43 2.25
    Dun & Bradstreet Corp* Industrials -1.20 2.24
    Dover Corp* Industrials -4.46 2.02
    PVH Corp* Consumer Cyclical 16.26 1.78
    KeyCorp* Financial Services -1.02 1.71
    FLIR Systems Inc* Technology 13.13 1.43
    IHS Markit Ltd A* Industrials 9.13 1.35
    Six Flags Entertainment Corp* Consumer Cyclical -6.71 1.29
    Allergan PLC* Healthcare -2.66 1.28
    W R Grace & Co* Basic Materials -4.15 1.18
    Vulcan Materials Co* Basic Materials -11.17 1.15
    Lumentum Holdings Inc* Technology 20.35 1.12
    Microchip Technology Inc* Technology -2.09 1.07
    Microsoft Corp* Technology 11.55 1.03
    Wells Fargo & Co* Financial Services -12.72 1.00
    Treehouse Foods Inc* Consumer Defensive -22.81 1.00
    BancorpSouth Bank* Financial Services 6.17 0.98
    Norfolk Southern Corp* Industrials -5.13 0.97
    FedEx Corp* Industrials -0.77 0.93
    Associated Banc-Corp* Financial Services 4.92 0.90

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Small/Mid Cap Va Jay B. Abramson 6.40
    CRM Large Cap Opport Robert Maina 5.10
    CRM International Op Andrey A. Belov 4.50
    CRM All Cap Value In Jay B. Abramson 4.00
    CRM Mid Cap Value In Thaddeus Pollock 3.70

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Long/Short Oppor Jay B. Abramson 0.70
    CRM Small Cap Value Brian M. Harvey 3.30
    CRM Mid Cap Value In Thaddeus Pollock 3.70
    CRM All Cap Value In Jay B. Abramson 4.00
    CRM International Op Andrey A. Belov 4.50