CRM Fund Family Report
 | 

  • Select a Fund Family

    • Performance
    05-31-13

    Total ReturnCategory Average
    Total Return28.7320.90-7.8517.6714.86
    Category Average36.6422.97-4.1815.7716.20
    Assets for Each Yr*4.665.654.984.674.99
    *billions

    Trailing Returns %
    05-31-13

      YTD 3 Year 5 Year    
    Fund Family 14.86 15.03 4.76

    Key Stats
    05-31-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,988 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 98.21 1.05 Below Avg
    International Stock -- 1.79 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-13

      Sector YTD Return % % Net Assets  
    Pentair Ltd* Industrials 22.14 2.58
    Dover Corporation* Industrials 23.76 2.46
    BMC Software, Inc.* Technology 14.08 2.23
    NiSource Inc* Utilities 19.97 1.86
    KeyCorp* Financial Services 25.95 1.78
    FMC Corporation* Basic Materials 10.79 1.75
    Stanley Black & Decker Inc* Industrials 10.80 1.66
    State Street Corp* Financial Services 43.76 1.60
    MeadWestvaco Corporation* Consumer Cyclical 12.68 1.59
    American Water Works Co Inc* Utilities 11.61 1.58
    SunTrust Banks Inc* Financial Services 12.52 1.46
    Marathon Oil Corp* Energy 18.69 1.45
    Harley-Davidson Inc* Consumer Cyclical 11.84 1.43
    CBRE Group Inc* RealEstate 15.83 1.43
    Cigna Corp* Healthcare 30.38 1.36
    Synopsys* Technology 15.00 1.35
    Newell Rubbermaid Inc* Consumer Defensive 22.59 1.31
    Interpublic Group of Cos Inc* Consumer Cyclical 35.57 1.29
    Northeast Utilities* Utilities 10.79 1.28
    PTC Inc* Technology 11.91 1.24

    Best 5-Year Relative Performance | More
    06-18-13

    Fund Name 5-Yr Rank Analyst Report  
    CRM Small/Mid Cap Value Inst 34 --
    CRM Small Cap Value Inv 61 03-02-11
    CRM Mid Cap Value Instl 68 06-03-11
    CRM Large Cap Opportunity In 69 --
    CRM All Cap Value Inst 76 --

    Worst 5-Year Relative Performance | More
    06-18-13

    Fund Name 5-Yr Rank Analyst Report  
    CRM All Cap Value Inst 76 --
    CRM Large Cap Opportunity In 69 --
    CRM Mid Cap Value Instl 68 06-03-11
    CRM Small Cap Value Inv 61 03-02-11
    CRM Small/Mid Cap Value Inst 34 --

    Lowest Expenses | More
    06-18-13

    Fund Name Expense Ratio Analyst Report  
    CRM Mid Cap Value Instl 0.81 06-03-11
    CRM Small/Mid Cap Value Inst 0.87 --
    CRM Large Cap Opportunity In 0.90 --
    CRM Small Cap Value Inv 1.08 03-02-11
    CRM All Cap Value Inst 1.25 --

    Highest Expenses | More
    06-18-13

    Fund Name Expense Ratio Analyst Report  
    CRM All Cap Value Inst 1.25 --
    CRM Global Opportunity Instl 1.25 --
    CRM International Opportunit 1.25 --
    CRM Small Cap Value Inv 1.08 03-02-11
    CRM Large Cap Opportunity In 0.90 --

    Longest Manager Tenure | More
    06-18-13

    Fund Name   Manager Name Avg Manager Tenure  
    CRM Mid Cap Value In Jay B. Abramson 8.70
    CRM Small/Mid Cap Va Jay B. Abramson 6.20
    CRM International Op Milu E. Komer 4.50
    CRM Global Opportuni Milu E. Komer 4.00
    CRM Large Cap Opport Jay B. Abramson 3.60

    Shortest Manager Tenure | More
    06-18-13

    Fund Name   Manager Name Avg Manager Tenure  
    CRM All Cap Value In Jay B. Abramson 2.10
    CRM Small Cap Value Michael J. Caputo 3.40
    CRM Large Cap Opport Jay B. Abramson 3.60
    CRM Global Opportuni Milu E. Komer 4.00
    CRM International Op Milu E. Komer 4.50