| Our Funds | Q2'24 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX - Institutional Shares | -0.84% | 10.15% | 10.07% | 5.48% | 7.83% | – | 5.52% | August 16, 2016 | 2.50% | 2.62% |
| S&P 500 | 4.28% | 15.29% | 24.56% | 10.01% | 15.05% | – | 14.40% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | 0.30% | 5.28% | 13.36% | 2.46% | 5.67% | 6.61% | 8.31% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 0.30% | 5.22% | 13.17% | 2.25% | 5.44% | 6.37% | 9.57% | October 1, 1995 | 1.22% | 1.22% |
| Russell 2000 Value Index | -3.64% | -0.85% | 10.90% | -0.53% | 7.07% | 6.23% | 9.02% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | -3.60% | 3.69% | 8.75% | 1.59% | 9.18% | 7.59% | 9.24% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | -3.68% | 3.58% | 8.57% | 1.42% | 8.98% | 7.36% | 9.01% | September 1, 2004 | 1.19% | 1.19% |
| Russell 2500 Value Index | -4.31% | 1.50% | 11.24% | 2.15% | 8.01% | 6.77% | 8.28% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | -4.76% | 4.43% | 10.39% | 3.03% | 8.53% | 8.70% | 10.77% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | -4.80% | 4.37% | 10.27% | 2.87% | 8.35% | 8.50% | 9.94% | September 20, 2000 | 1.16% | 1.16% |
| Russell Midcap Value Index | -3.40% | 4.54% | 11.98% | 3.65% | 8.49% | 7.60% | 9.06% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | -1.48% | 7.50% | 13.77% | 2.57% | 8.51% | 7.64% | 6.84% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | -1.54% | 7.31% | 13.47% | 2.30% | 8.23% | 7.37% | 6.58% | October 24, 2006 | 1.42% | 1.42% |
| Russell 3000 Value Index | -2.25% | 6.18% | 12.93% | 5.14% | 8.89% | 8.10% | 7.11% | |||
| Our Funds | JUN'24 | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception2 | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||||||
| CRIHX – Institutional Shares | -1.29% | 10.15% | 10.07% | 5.48% | 7.83% | – | 5.52% | August 16, 2016 | 2.50% | 2.62% |
| S&P 500 | 3.59% | 15.29% | 24.56% | 10.01% | 15.05% | – | 14.40% | |||
| CRM Small Cap Value | ||||||||||
| CRISX - Institutional Shares | -1.11% | 5.28% | 13.36% | 2.46% | 5.67% | 6.61% | 8.31% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | -1.10% | 5.22% | 13.17% | 2.25% | 5.44% | 6.37% | 9.57% | October 1, 1995 | 1.22% | 1.22% |
| Russell 2000 Value Index | -1.69% | -0.85% | 10.90% | -0.53% | 7.07% | 6.23% | 9.02% | |||
| CRM Small/Mid Cap Value | ||||||||||
| CRIAX - Institutional Shares | -2.21% | 3.69% | 8.75% | 1.59% | 9.18% | 7.59% | 9.24% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | -2.22% | 3.58% | 8.57% | 1.42% | 8.98% | 7.36% | 9.01% | September 1, 2004 | 1.19% | 1.19% |
| Russell 2500 Value Index | -2.01% | 1.50% | 11.24% | 2.15% | 8.01% | 6.77% | 8.28% | |||
| CRM Mid Cap Value | ||||||||||
| CRIMX - Institutional Shares | -1.85% | 4.43% | 10.39% | 3.03% | 8.53% | 8.70% | 10.77% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | -1.80% | 4.37% | 10.27% | 2.87% | 8.35% | 8.50% | 9.94% | September 20, 2000 | 1.16% | 1.16% |
| Russell Midcap Value Index | -1.60% | 4.54% | 11.98% | 3.65% | 8.49% | 7.60% | 9.06% | |||
| CRM All Cap Value | ||||||||||
| CRIEX - Institutional Shares | -1.48% | 7.50% | 13.77% | 2.57% | 8.51% | 7.64% | 6.84% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | -1.54% | 7.31% | 13.47% | 2.30% | 8.23% | 7.37% | 6.58% | October 24, 2006 | 1.42% | 1.42% |
| Russell 3000 Value Index | -0.98% | 6.18% | 12.93% | 5.14% | 8.89% | 8.10% | 7.11% | |||
| Our Funds | Current Price | Change | YTD | Inception Date | Net Expense Ratio | Gross Expense Ratio1 |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities | ||||||
| CRIHX - Institutional Shares | 13.00 | -0.31% | 9.98% | August 16, 2016 | 2.50% | 2.62% |
| CRM Small Cap Value | ||||||
| CRISX - Institutional Shares | 18.19 | 0.72% | 13.05% | January 27, 1998 | 1.02% | 1.02% |
| CRMSX - Investor Shares | 14.50 | 0.76% | 13.02% | October 1, 1995 | 1.22% | 1.22% |
| CRM Small/Mid Cap Value | ||||||
| CRIAX - Institutional Shares | 12.06 | 0.92% | 8.55% | September 1, 2004 | 1.02% | 1.02% |
| CRMAX - Investor Shares | 11.52 | 0.96% | 8.47% | September 1, 2004 | 1.19% | 1.19% |
| CRM Mid Cap Value | ||||||
| CRIMX - Institutional Shares | 24.76 | 0.53% | 8.55% | January 6, 1998 | 1.00% | 1.00% |
| CRMMX - Investor Shares | 23.31 | 0.56% | 8.47% | September 20, 2000 | 1.16% | 1.16% |
| CRM All Cap Value | ||||||
| CRIEX - Institutional Shares | 7.54 | 0.53% | 10.88% | October 24, 2006 | 1.19% | 1.19% |
| CRMEX - Investor Shares | 7.27 | 0.41% | 10.65% | 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.