CRM Mid Cap Value

Assets Under Management: $1.0 billion as of September 30, 2018

Inception: January 1998

Summary

The CRM Mid Cap Value strategy was launched in January 1998. This strategy is offered as a separate account and mutual fund.

The CRM Mid Cap Value strategy is designed for investors to capture investment returns in a concentrated market capitalization range of stocks, from approximately $1 billion to $18 billion. The investment philosophy and process is identical across strategies.

Supported by an experienced team of investment professionals, the portfolio managers make judgments about the relative attractiveness of various securities in selecting stocks for the portfolio. This strategy typically will be invested in 40 to 55 stocks. Although the portfolio is built from the bottom up, stock-specific risks, sector weightings and risk/reward characteristics are all considered during the portfolio construction process.

Performance

Annualized Returns(%)

YearMid Cap Value - GrossMid Cap Value - NetRussell Midcap Value IndexRussell Midcap Index
Q3'183.713.683.305.00
YTD12.0511.663.137.46
1 Yr18.4017.838.8113.98
3 Yr17.7417.1013.0814.50
5 Yr12.8912.2510.7111.65
10 Yr11.5810.9311.2812.30

The information above represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance above. Returns are shown after the deduction of management fees, transaction costs, and other expenses, and include the reinvestment of distributions. All investments involve the risk of loss of a portion of or all assets.