Credit Suisse (New York, NY) Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return -12.0 -17.3 11.1 2.8 0.3
Category Average -13.3 -17.3 10.7 3.6 1.5
Assets for Each Yr* 7.0 6.9 7.8 8.0 8.3
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 0.34 2.19 -3.64

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
8,274 $2,500 7.8 92.2
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- 1.33 --- ---
Municipal Bond --- --- --- ---
Taxable Bond 4.8 53.32 1.26 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 8.2
Stocks 2.6
Bonds 74.0
Other 15.2
Annual Turnover % 79
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 12.5
Communication Services 0.9
Energy 3.0
Industrials 2.9
Technology 5.8
Cyclical 16.2
Basic Materials 1.7
Consumer Cyclical 6.9
Financial Services 5.9
Real Estate 1.7
Defensive 5.0
Consumer Defensives 1.3
Healthcare 2.3
Utilities 1.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Forest City Realty Trust Inc Class A RealEstate 5.68 0.02
  Syntel Inc Technology 78.29 0.02
  Navigators Group Inc Financial Services 42.01 0.01
  SL Green Realty Corp* RealEstate -7.77 0.00
  Phillips 66* Energy 10.49 0.00
  MetLife Inc* Financial Services -11.00 0.00
  M&T Bank Corp* Financial Services -4.67 0.00
  IQVIA Holdings Inc* Healthcare 25.21 0.00
  Goodyear Tire & Rubber Co Consumer Cyclical -35.28 0.00
  Conagra Brands Inc* Consumer Defensive -5.74 0.00
  Walt Disney Co* Consumer Cyclical 4.17 0.00
  United Continental Holdings Inc* Industrials 18.89 0.00
  Starbucks Corp* Consumer Cyclical -2.80 0.00
  Sealed Air Corp* Consumer Cyclical -28.15 0.00
  SBA Communications Corp* Communication Services -10.27 0.00
  Regions Financial Corp* Financial Services 4.51 0.00
  Loews Corp Financial Services -5.20 0.00
  CSX Corp* Industrials 26.27 0.00
  Best Buy Co Inc* Consumer Cyclical 5.30 0.00
  Amgen Inc* Healthcare 13.77 0.00
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Longest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Credit Suisse Commodity Return Strat I Christopher Burton 11
Credit Suisse Trust Commodity Return St Christopher Burton 10
Credit Suisse Floating Rate Hi Inc A Wing Chan 10
Credit Suisse Strategic Income I Wing Chan 6
Credit Suisse Multialternative Strat I Sheel Dhande 5

Shortest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Credit Suisse Managed Futs Strat I Sheel Dhande 5
Credit Suisse Multialternative Strat I Sheel Dhande 5
Credit Suisse Strategic Income I Wing Chan 6
Credit Suisse Floating Rate Hi Inc A Wing Chan 10
Credit Suisse Trust Commodity Return St Christopher Burton 10
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