| Our Funds | Q3'26 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX - Institutional Shares | -9.62% | 5.12% | 7.84% | 7.97% | 5.66% | 5.27% | 5.31% | August 16, 2016 | 1.77% | 1.86% |
| S&P 500 | 2.30% | 12.75% | 15.74% | 22.89% | 13.79% | 15.33% | 15.11% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | -8.93% | 13.31% | 19.12% | 15.27% | 8.45% | 8.15% | 8.64% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | -8.94% | 13.15% | 18.88% | 15.04% | 8.24% | 7.92% | 9.77% | October 1, 1995 | 1.31% | 1.31% |
| Russell 2000 Value Index | -4.91% | 16.96% | 20.77% | 17.93% | 7.80% | 9.40% | 9.60% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | -12.04% | 12.58% | 19.67% | 15.19% | 7.56% | 10.46% | 9.63% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | -12.07% | 12.44% | 19.41% | 14.96% | 7.36% | 10.23% | 9.40% | September 1, 2004 | 1.22% | 1.22% |
| Russell 2500 Value Index | -4.36% | 18.75% | 22.49% | 19.12% | 9.76% | 10.12% | 9.27% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | -10.74% | 7.31% | 11.84% | 12.25% | 6.49% | 9.59% | 10.65% | January 6, 1998 | 1.01% | 1.01% |
| CRMMX - Investor Shares | -10.76% | 7.20% | 11.63% | 12.05% | 6.32% | 9.38% | 9.86% | September 20, 2000 | 1.22% | 1.22% |
| Russell Midcap Value Index | -1.98% | 15.25% | 16.89% | 17.50% | 9.26% | 9.93% | 9.55% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | -11.44% | 9.48% | 16.82% | 15.98% | 8.03% | 9.39% | 7.51% | October 24, 2006 | 1.20% | 1.35 |
| CRMEX - Investor Shares | -11.54% | 9.21% | 16.55% | 15.67% | 7.77% | 9.11% | 7.24% | October 24, 2006 | 1.45% | 1.61% |
| Russell 3000 Value Index | 2.31% | 19.22% | 23.73% | 19.97% | 11.68% | 11.31% | 8.40% | |||
| Our Funds | OCT'26 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX – Institutional Shares | -2.10% | 2.92% | 5.24% | 7.70% | 4.21% | 5.09% | 5.05% | August 16, 2016 | 1.77% | 1.86% |
| S&P 500 | -0.87% | 11.77% | 12.11% | 23.40% | 12.06% | 15.44% | 14.88% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 0.05% | 13.37% | 20.15% | 16.49% | 7.66% | 8.57% | 8.62% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | 0.00% | 13.15% | 19.86% | 16.28% | 7.44% | 8.33% | 9.74% | October 1, 1995 | 1.31% | 1.31% |
| Russell 2000 Value Index | 2.51% | 19.90% | 23.49% | 21.37% | 7.53% | 10.04% | 9.67% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | 1.73% | 14.53% | 20.44% | 18.09% | 6.93% | 11.02% | 9.68% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 1.75% | 14.41% | 20.14% | 17.88% | 6.75% | 10.81% | 9.45% | September 1, 2004 | 1.22% | 1.22% |
| Russell 2500 Value Index | 3.22% | 22.57% | 26.76% | 22.72% | 9.44% | 10.81% | 9.39% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | 1.51% | 8.93% | 13.49% | 14.56% | 5.62% | 10.06% | 10.67% | January 6, 1998 | 1.01% | 1.01% |
| CRMMX - Investor Shares | 1.54% | 8.85% | 13.34% | 14.37% | 5.46% | 9.87% | 9.89% | September 20, 2000 | 1.22% | 1.22% |
| Russell Midcap Value Index | 5.84% | 21.99% | 24.97% | 21.79% | 9.37% | 10.82% | 9.74% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | -1.76% | 7.55% | 12.95% | 17.32% | 6.79% | 9.37% | 7.38% | October 24, 2006 | 1.20% | 1.35 |
| CRMEX - Investor Shares | -1.71% | 7.34% | 12.81% | 17.03% | 6.54% | 9.10% | 7.11% | October 24, 2006 | 1.45% | 1.61% |
| Russell 3000 Value Index | 4.31% | 24.36% | 28.51% | 23.20% | 11.54% | 11.97% | 8.59% | |||
| Our Funds | Current Price | Change | YTD | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||
| CRIHX - Institutional Shares | 13.19 | -0.30% | 3.94% | August 16, 2016 | 1.77% | 1.86% |
| CRM Small Cap Value | ||||||
| CRISX - Institutional Shares | 19.22 | -1.23% | 14.75% | January 27, 1998 | 1.08% | 1.08% |
| CRMSX - Investor Shares | 14.64 | -1.21% | 14.55% | October 1, 1995 | 1.31% | 1.31% |
| CRM Small/Mid Cap Value | ||||||
| CRIAX - Institutional Shares | 13.00 | -1.14% | 15.15% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 12.29 | -1.21% | 14.97% | September 1, 2004 | 1.22% | 1.22% |
| CRM Mid Cap Value | ||||||
| CRIMX - Institutional Shares | 25.75 | -1.45% | 10.04% | January 6, 1998 | 1.01% | 1.01% |
| CRMMX - Investor Shares | 23.98 | -1.44% | 9.90% | September 20, 2000 | 1.22% | 1.22% |
| CRM All Cap Value | ||||||
| CRIEX - Institutional Shares | 7.94 | -1.24% | 9.07% | October 24, 2006 | 1.20% | 1.35 |
| CRMEX - Investor Shares | 7.56 | -1.18% | 8.78% | October 24, 2006 | 1.45% | 1.61% |
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.