| Our Funds | Q2'25 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX - Institutional Shares | 3.35% | -6.67% | -0.20% | 6.61% | 6.95% | – | 4.86% | August 16, 2016 | 2.27% | 2.43% |
| S&P 500 | 10.94% | 6.20% | 15.16% | 19.71% | 16.64% | – | 14.49% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 2.81% | -6.68% | 4.79% | 10.09% | 11.90% | 6.35% | 8.18% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | 2.79% | -6.67% | 4.65% | 9.91% | 11.69% | 6.12% | 9.40% | October 1, 1995 | 1.27% | 1.27% |
| Russell 2000 Value Index | 4.97% | -3.16% | 5.54% | 7.45% | 12.47% | 6.72% | 8.90% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | 3.87% | -8.07% | 3.58% | 7.18% | 12.82% | 7.61% | 8.96% | September 1, 2004 | 1.05% | 1.05% |
| CRMAX - Investor Shares | 3.76% | -8.22% | 3.41% | 6.99% | 12.60% | 7.39% | 8.73% | September 1, 2004 | 1.21% | 1.21% |
| Russell 2500 Value Index | 7.29% | 1.03% | 10.47% | 10.69% | 13.96% | 7.73% | 8.38% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | 3.82% | -2.02% | 2.19% | 6.14% | 11.53% | 8.31% | 10.44% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 3.78% | -2.11% | 1.97% | 5.95% | 11.33% | 8.11% | 9.60% | September 20, 2000 | 1.17% | 1.17% |
| Russell Midcap Value Index | 5.35% | 3.12% | 11.53% | 11.34% | 13.71% | 8.39% | 9.15% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | 6.16% | -3.64% | 3.93% | 7.54% | 11.65% | 7.45% | 6.69% | October 24, 2006 | 1.21% | 1.25% |
| CRMEX - Investor Shares | 6.10% | -3.78% | 3.71% | 7.29% | 11.39% | 7.18% | 6.42% | October 24, 2006 | 1.46% | 1.48% |
| Russell 3000 Value Index | 3.84% | 5.55% | 13.30% | 12.48% | 13.87% | 9.04% | 7.43% | |||
| Our Funds | JUL'25 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX – Institutional Shares | 0.00% | -6.67% | -1.86% | 6.16% | 6.14% | – | 4.81% | August 16, 2016 | 2.27% | 2.43% |
| S&P 500 | 2.24% | 8.59% | 16.33% | 17.10% | 15.88% | – | 14.62% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 0.12% | -6.57% | -3.09% | 7.79% | 11.95% | 6.55% | 8.16% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | 0.08% | -6.59% | -3.22% | 7.59% | 11.73% | 6.31% | 9.37% | October 1, 1995 | 1.27% | 1.27% |
| Russell 2000 Value Index | 1.77% | -1.45% | -4.27% | 4.80% | 12.41% | 7.20% | 8.93% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | 3.34% | -5.00% | -0.47% | 5.96% | 12.22% | 8.18% | 9.09% | September 1, 2004 | 1.05% | 1.05% |
| CRMAX - Investor Shares | 3.32% | -5.17% | -0.65% | 5.77% | 12.01% | 7.97% | 8.87% | September 1, 2004 | 1.21% | 1.21% |
| Russell 2500 Value Index | 1.74% | 2.79% | 3.97% | 7.95% | 13.67% | 8.08% | 8.44% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | 3.37% | 1.28% | -0.94% | 5.08% | 11.18% | 8.74% | 10.54% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 3.36% | 1.17% | -1.13% | 4.89% | 10.99% | 8.54% | 9.71% | September 20, 2000 | 1.17% | 1.17% |
| Russell Midcap Value Index | 1.79% | 4.97% | 7.06% | 8.96% | 13.07% | 8.60% | 9.19% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | 3.05% | -0.70% | 2.07% | 6.14% | 11.24% | 7.55% | 6.83% | October 24, 2006 | 1.21% | 1.25% |
| CRMEX - Investor Shares | 3.03% | -0.87% | 1.80% | 5.85% | 10.98% | 7.30% | 6.56% | October 24, 2006 | 1.46% | 1.48% |
| Russell 3000 Value Index | 0.62% | 6.21% | 8.11% | 10.27% | 13.16% | 9.09% | 7.43% | |||
| Our Funds | Current Price | Change | YTD | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||
| CRIHX - Institutional Shares | 12.42 | 0.40% | -3.65% | August 16, 2016 | 2.27% | 2.43% |
| CRM Small Cap Value | ||||||
| CRISX - Institutional Shares | 17.68 | 0.06% | 0.11% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | 13.81 | 0.07% | 0.07% | October 1, 1995 | 1.27% | 1.27% |
| CRM Small/Mid Cap Value | ||||||
| CRIAX - Institutional Shares | 11.39 | 0.18% | -0.09% | September 1, 2004 | 1.05% | 1.05% |
| CRMAX - Investor Shares | 10.80 | 0.19% | -0.28% | September 1, 2004 | 1.21% | 1.21% |
| CRM Mid Cap Value | ||||||
| CRIMX - Institutional Shares | 24.12 | 0.17% | 6.07% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 22.57 | 0.18% | 5.96% | September 20, 2000 | 1.17% | 1.17% |
| CRM All Cap Value | ||||||
| CRIEX - Institutional Shares | 7.52 | 0.27% | 5.17% | October 24, 2006 | 1.21% | 1.25% |
| CRMEX - Investor Shares | 7.21 | 0.28% | 4.95% | October 24, 2006 | 1.46% | 1.48% |
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.