Fact sheet: CRM US Equity Opportunities

Fund information

Fund name
CRM US Equity Opportunities S Acc
Fund company manager
Cramer Rosenthal McGlynn LLC
Fund type
SIB
Fund manager(s)
Jeff Reich
since 08/10/2010
Jay Abramson
since 08/10/2010
Fund objective
To provide long-term capital appreciation of your investment by investing primarily in US equity and equity related securities.
Benchmark
Russell 3000 Index
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

16.67 %

1 Year rank in sector

128/205

Sector

FO Equity - USA

Yield
-
Fund size

£ 405.2 m

FE Risk score

112

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.53 %8.48 %16.67 %37.17 %72.23 %
Sector2.63 %8.06 %18.01 %32.09 %74.59 %
Rank within sector183 / 217105 / 213128 / 20570 / 17498 / 145
Quartile th4 th2 nd3 rd2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund12.76 %11.76 %0.38 %3.58 %29.03 %
Sector12.74 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector112 / 20869 / 19374 / 177154 / 165109 / 147
Quartile th3 rd2 nd2 nd4 th3 rd

Risk statistics

Alpha1.59
Beta1
Sharpe0.51
Volatility11.21
Tracking error3.67
Information ratio0.4
R-Squared0.89

Price movement

52 week high20.259
52 week low16.655
Current bid price0
Current offer price0
Current mid price20.151

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-