| Our Funds | Q1'24 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX - Institutional Shares | 11.08% | 11.08% | 16.08% | 5.47% | 8.22% | – | 5.82% | August 16, 2016 | 2.50% | 2.62% |
| S&P 500 | 10.56% | 10.56% | 29.88% | 11.49% | 15.05% | – | 14.27% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 4.97% | 4.97% | 16.48% | 3.20% | 5.97% | 6.75% | 8.38% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 4.91% | 4.91% | 16.19% | 2.97% | 5.72% | 6.50% | 9.64% | October 1, 1995 | 1.22% | 1.22% |
| Russell 2000 Value Index | 2.90% | 2.90% | 18.75% | 2.22% | 8.17% | 6.87% | 9.24% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | 7.56% | 7.56% | 15.29% | 5.48% | 10.27% | 8.43% | 9.57% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 7.53% | 7.53% | 15.09% | 5.29% | 10.07% | 8.21% | 9.34% | September 1, 2004 | 1.19% | 1.19% |
| Russell 2500 Value Index | 6.07% | 6.07% | 21.33% | 5.36% | 9.38% | 7.68% | 8.63% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | 9.64% | 9.64% | 15.76% | 7.44% | 10.52% | 9.60% | 11.08% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 9.63% | 9.63% | 15.62% | 7.27% | 10.33% | 9.39% | 10.28% | September 20, 2000 | 1.16% | 1.16% |
| Russell Midcap Value Index | 8.23% | 8.23% | 20.40% | 6.80% | 9.94% | 8.57% | 9.29% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | 9.12% | 9.12% | 16.18% | 5.20% | 9.20% | 8.15% | 7.04% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | 8.98% | 8.98% | 15.97% | 4.92% | 8.92% | 7.89% | 6.77% | October 24, 2006 | 1.42% | 1.42% |
| Russell 3000 Value Index | 8.62% | 8.62% | 20.18% | 7.74% | 10.18% | 8.86% | 7.36% | |||
| Our Funds | MAR'24 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX – Institutional Shares | 2.26% | 11.08% | 16.08% | 5.47% | 8.22% | – | 5.82% | August 16, 2016 | 2.50% | 2.62% |
| S&P 500 | 3.22% | 10.56% | 29.88% | 11.49% | 15.05% | – | 14.27% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 3.62% | 4.97% | 16.48% | 3.20% | 5.97% | 6.75% | 8.38% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 3.62% | 4.91% | 16.19% | 2.97% | 5.72% | 6.50% | 9.64% | October 1, 1995 | 1.22% | 1.22% |
| Russell 2000 Value Index | 4.38% | 2.90% | 18.75% | 2.22% | 8.17% | 6.87% | 9.24% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | 3.73% | 7.56% | 15.29% | 5.48% | 10.27% | 8.43% | 9.57% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 3.72% | 7.53% | 15.09% | 5.29% | 10.07% | 8.21% | 9.34% | September 1, 2004 | 1.19% | 1.19% |
| Russell 2500 Value Index | 4.93% | 6.07% | 21.33% | 5.36% | 9.38% | 7.68% | 8.63% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | 4.34% | 9.64% | 15.76% | 7.44% | 10.52% | 9.60% | 11.08% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 4.39% | 9.63% | 15.62% | 7.27% | 10.33% | 9.39% | 10.28% | September 20, 2000 | 1.16% | 1.16% |
| Russell Midcap Value Index | 5.18% | 8.23% | 20.40% | 6.80% | 9.94% | 8.57% | 9.29% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | 5.25% | 9.12% | 16.18% | 5.20% | 9.20% | 8.15% | 7.04% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | 5.14% | 8.98% | 15.97% | 4.92% | 8.92% | 7.89% | 6.77% | October 24, 2006 | 1.42% | 1.42% |
| Russell 3000 Value Index | 4.97% | 8.62% | 20.18% | 7.74% | 10.18% | 8.86% | 7.36% | |||
| Our Funds | Current Price | Change | YTD | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||
| CRIHX - Institutional Shares | 12.66 | -0.86% | 7.11% | August 16, 2016 | 2.50% | 2.62% |
| CRM Small Cap Value | ||||||
| CRISX - Institutional Shares | 16.28 | -0.43% | 1.18% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 12.98 | -0.38% | 1.17% | October 1, 1995 | 1.22% | 1.22% |
| CRM Small/Mid Cap Value | ||||||
| CRIAX - Institutional Shares | 11.21 | -0.62% | 0.90% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 10.71 | -0.56% | 0.85% | September 1, 2004 | 1.19% | 1.19% |
| CRM Mid Cap Value | ||||||
| CRIMX - Institutional Shares | 23.56 | -0.72% | 3.29% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 22.18 | -0.72% | 3.21% | September 20, 2000 | 1.16% | 1.16% |
| CRM All Cap Value | ||||||
| CRIEX - Institutional Shares | 7.07 | -0.42% | 3.97% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | 6.83 | -0.44% | 3.96% | October 24, 2006 | 1.42% | 1.42% |
Shares of CRM Funds are distributed by ALPS Distributors, Inc.
Cramer Rosenthal McGlynn, LLC is the investment advisor to the CRM Funds and is not affiliated with ALPS.