Cramer Rosenthal McGlynn
Mutual Funds

Performance

Quarter-End

as of March 31, 2025
Our Funds Q1'25 YTD 1YR 3YR 5YR 10YR Since Inception2 Inception Date Net Expense Ratio Gross Expense Ratio1
CRM Long/Short Opportunities  
CRIHX - Institutional Shares -9.70% -9.70% -4.24% -4.00% 8.37% 4.60% August 16, 2016 2.27% 2.43%
S&P 500 -4.27% -4.27% 8.25% 9.06% 18.59% 13.56%
CRM Small Cap Value  
CRISX - Institutional Shares -9.23% -9.23% 2.23% 4.68% 15.37% 6.12% 8.15% January 27, 1998 1.08% 1.08%
CRMSX - Investor Shares -9.20% -9.20% 2.11% 4.50% 15.13% 5.88% 9.38% October 1, 1995 1.27% 1.27%
Russell 2000 Value Index -7.74% -7.74% -3.12% 0.05% 15.31% 6.07% 8.80%
CRM Small/Mid Cap Value  
CRIAX - Institutional Shares -11.49% -11.49% -3.86% 1.92% 15.55% 7.25% 8.87% September 1, 2004 1.05% 1.05%
CRMAX - Investor Shares -11.54% -11.54% -4.00% 1.74% 15.34% 7.04% 8.65% September 1, 2004 1.21% 1.21%
Russell 2500 Value Index -5.83% -5.83% -1.47% 2.27% 16.65% 6.84% 8.12%
CRM Mid Cap Value  
CRIMX - Institutional Shares -5.63% -5.63% -6.25% 1.05% 14.14% 8.09% 10.39% January 6, 1998 1.00% 1.00%
CRMMX - Investor Shares -5.68% -5.68% -6.46% 0.87% 13.94% 7.89% 9.54% September 20, 2000 1.17% 1.17%
Russell Midcap Value Index -2.11% -2.11% 2.27% 3.78% 16.70% 7.62% 9.02%
CRM All Cap Value  
CRIEX - Institutional Shares -9.23% -9.23% -3.55% 1.16% 14.87% 6.96% 6.43% October 24, 2006 1.21% 1.25%
CRMEX - Investor Shares -9.32% -9.32% -3.75% 0.90% 14.61% 6.68% 6.17% October 24, 2006 1.46% 1.48%
Russell 3000 Value Index 1.64% 1.64% 6.66% 6.28% 16.13% 8.63% 7.32%

Month-End

as of March 31, 2025
Our Funds MAR'25 YTD 1YR 3YR 5YR 10YR Since Inception2 Inception Date Net Expense Ratio Gross Expense Ratio1
CRM Long/Short Opportunities  
CRIHX – Institutional Shares -4.98% -9.70% -4.24% 4.00% 8.37% 4.60% August 16, 2016 2.27% 2.43%
S&P 500 -5.63% -4.27% 8.25% 9.06% 18.59% 13.56%
CRM Small Cap Value  
CRISX - Institutional Shares -5.93% -9.23% 2.23% 4.68% 15.37% 6.12% 8.15% January 27, 1998 1.08% 1.08%
CRMSX - Investor Shares -5.93% -9.20% 2.11% 4.50% 15.13% 5.88% 9.38% October 1, 1995 1.27% 1.27%
Russell 2000 Value Index -6.00% -7.74% -3.12% 0.05% 15.31% 6.07% 8.80%
CRM Small/Mid Cap Value  
CRIAX - Institutional Shares -7.85% -11.49% -3.86% 1.92% 15.55% 7.25% 8.87% September 1, 2004 1.05% 1.05%
CRMAX - Investor Shares -7.80% -11.54% -4.00% 1.74% 15.34% 7.04% 8.65% September 1, 2004 1.21% 1.21%
Russell 2500 Value Index -5.44% -5.83% -1.47% 2.27% 16.65% 6.84% 8.12%
CRM Mid Cap Value  
CRIMX - Institutional Shares -7.02% -5.63% -6.25% 1.05% 14.14% 8.09% 10.39% January 6, 1998 1.00% 1.00%
CRMMX - Investor Shares -7.08% -5.68% -6.46% 0.87% 13.94% 7.89% 9.54% September 20, 2000 1.17% 1.17%
Russell Midcap Value Index -3.68% -2.11% 2.27% 3.78% 16.70% 7.62% 9.02%
CRM All Cap Value  
CRIEX - Institutional Shares -8.59% -9.23% -3.55% 1.16% 14.87% 6.96% 6.43% October 24, 2006 1.21% 1.25%
CRMEX - Investor Shares -8.65% -9.32% -3.75% 0.90% 14.61% 6.68% 6.17% October 24, 2006 1.46% 1.48%
Russell 3000 Value Index -2.93% 1.64% 6.66% 6.28% 16.13% 8.63% 7.32%

Daily

as of April 29, 2025
Our Funds Current Price Change YTD Inception Date Net Expense Ratio Gross Expense Ratio1
CRM Long/Short Opportunities  
CRIHX - Institutional Shares 11.52 0.09% -10.63% August 16, 2016 2.27% 2.43%
CRM Small Cap Value  
CRISX - Institutional Shares 15.59 0.65% -11.72% January 27, 1998 1.08% 1.08%
CRMSX - Investor Shares 12.18 0.66% -11.74% October 1, 1995 1.27% 1.27%
CRM Small/Mid Cap Value  
CRIAX - Institutional Shares 9.86 0.61% -13.51% September 1, 2004 1.05% 1.05%
CRMAX - Investor Shares 9.35 0.54% -13.67% September 1, 2004 1.21% 1.21%
CRM Mid Cap Value  
CRIMX - Institutional Shares 20.69 0.68% -9.01% January 6, 1998 1.00% 1.00%
CRMMX - Investor Shares 19.37 0.68% -9.06% September 20, 2000 1.17% 1.17%
CRM All Cap Value  
CRIEX - Institutional Shares 6.28 0.64% -12.17% October 24, 2006 1.21% 1.25%
CRMEX - Investor Shares 6.03 0.67% -12.23% 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.