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

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Performance
11-30-17

Total ReturnCategory Average
Total Return -7.5 -12.1 -17.4 11.2 1.3
Category Average -6.5 -13.3 -17.4 10.7 2.0
Assets for Each Yr* 7.0 7.1 6.9 7.8 8.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 1.28 -4.25 -5.86

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
8,142 $2,500 8.3 91.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- 1.26 --- ---
Municipal Bond --- --- --- ---
Taxable Bond 4.7 47.31 1.32 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 13.2
Stocks 1.9
Bonds 70.5
Other 14.4
Annual Turnover % 106
% Assets in Top 10 0.0
 
Sector Breakdown (% of stocks) 
Sensitive 6.9
Communication Services 0.6
Energy 2.1
Industrials 2.4
Technology 1.7
Cyclical 1.9
Basic Materials 0.3
Consumer Cyclical 0.4
Financial Services 1.0
Real Estate 0.3
Defensive 5.6
Consumer Defensives 0.8
Healthcare 1.8
Utilities 3.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Avista Corp Utilities 32.31 0.01
  WGL Holdings Inc* Utilities 15.20 0.01
  Akorn Inc* Healthcare 48.24 0.01
  Calpine Corp* Utilities 31.85 0.01
  Bed Bath & Beyond Inc* Consumer Cyclical -42.93 0.00
  Allstate Corp* Financial Services 42.27 0.00
  O'Reilly Automotive Inc* Consumer Cyclical -13.72 0.00
  Navient Corp Financial Services -15.76 0.00
  Medtronic PLC* Healthcare 19.12 0.00
  McKesson Corp* Healthcare 16.65 0.00
  Martin Marietta Materials Inc* Basic Materials -6.94 0.00
  ManpowerGroup Inc* Industrials 42.55 0.00
  Lennar Corp* Consumer Cyclical 46.26 0.00
  Kohl's Corp* Consumer Cyclical 8.44 0.00
  Kellogg Co* Consumer Defensive -8.95 0.00
  HP Inc* Technology 44.59 0.00
  H&R Block Inc Consumer Cyclical 22.40 0.00
  Goodyear Tire & Rubber Co Consumer Cyclical 3.34 0.00
  Goldman Sachs Group Inc* Financial Services 8.61 0.00
  General Mills Inc* Consumer Defensive -4.76 0.00
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Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Credit Suisse Commodity Return Strat I Christopher Burton 10
Credit Suisse Trust Commodity Return St Christopher Burton 10
Credit Suisse Floating Rate Hi Inc A Wing Chan 9
Credit Suisse Commodity Acss Strat I Timothy Boss 5
Credit Suisse Strategic Income I Wing Chan 5

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Credit Suisse Managed Futs Strat I Sheel Dhande 4
Credit Suisse Multialternative Strat I Sheel Dhande 4
Credit Suisse Commodity Acss Strat I Timothy Boss 5
Credit Suisse Strategic Income I Wing Chan 5
Credit Suisse Floating Rate Hi Inc A Wing Chan 9
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