| 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 | APR'24 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX – Institutional Shares | -4.04% | 6.60% | 9.23% | 3.13% | 6.67% | – | 5.19% | August 16, 2016 | 2.50% | 2.62% |
| S&P 500 | -4.08% | 6.04% | 22.66% | 8.06% | 13.19% | – | 13.50% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | -5.09% | -0.37% | 10.99% | 0.30% | 3.88% | 6.55% | 8.14% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | -5.05% | -0.39% | 10.77% | 0.09% | 3.65% | 6.31% | 9.41% | October 1, 1995 | 1.22% | 1.22% |
| Russell 2000 Value Index | -6.37% | -3.66% | 14.03% | -0.67% | 5.96% | 6.45% | 8.96% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | -8.12% | -1.17% | 7.37% | 0.90% | 7.72% | 7.56% | 9.05% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | -8.14% | -1.22% | 7.22% | 0.73% | 7.52% | 7.34% | 8.82% | September 1, 2004 | 1.19% | 1.19% |
| Russell 2500 Value Index | -6.29% | -0.60% | 15.24% | 1.67% | 7.22% | 7.11% | 8.24% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | -7.12% | 1.84% | 10.10% | 2.93% | 8.13% | 8.84% | 10.73% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | -7.17% | 1.77% | 9.90% | 2.75% | 7.94% | 8.64% | 9.89% | September 20, 2000 | 1.16% | 1.16% |
| Russell Midcap Value Index | -5.23% | 2.56% | 14.09% | 3.27% | 8.06% | 7.94% | 9.04% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | -5.80% | 2.79% | 10.98% | 1.54% | 7.10% | 7.56% | 6.64% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | -5.73% | 2.74% | 10.74% | 1.32% | 6.84% | 7.30% | 6.38% | October 24, 2006 | 1.42% | 1.42% |
| Russell 3000 Value Index | -4.39% | 3.85% | 13.45% | 4.80% | 8.43% | 8.30% | 7.04% | |||
| Our Funds | Current Price | Change | YTD | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||
| CRIHX - Institutional Shares | 12.67 | 0.40% | 7.19% | August 16, 2016 | 2.50% | 2.62% |
| CRM Small Cap Value | ||||||
| CRISX - Institutional Shares | 16.42 | 1.73% | 2.05% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 13.09 | 1.79% | 2.03% | October 1, 1995 | 1.22% | 1.22% |
| CRM Small/Mid Cap Value | ||||||
| CRIAX - Institutional Shares | 11.28 | 1.99% | 1.53% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 10.77 | 1.89% | 1.41% | September 1, 2004 | 1.19% | 1.19% |
| CRM Mid Cap Value | ||||||
| CRIMX - Institutional Shares | 23.55 | 1.12% | 3.24% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 22.17 | 1.09% | 3.16% | September 20, 2000 | 1.16% | 1.16% |
| CRM All Cap Value | ||||||
| CRIEX - Institutional Shares | 7.10 | 1.43% | 4.41% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | 6.85 | 1.48% | 4.26% | 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.