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

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Performance
09-30-17

Total ReturnCategory Average
Total Return -7.5 -12.1 -17.4 11.2 0.1
Category Average -6.5 -13.3 -17.4 10.7 0.2
Assets for Each Yr* 7.0 7.1 6.9 7.8 7.9
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 0.09 -5.72 -6.72

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
7,935 $2,500 8.3 91.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- 1.25 --- ---
Municipal Bond --- --- --- ---
Taxable Bond 4.6 46.72 1.32 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 15.6
Stocks 1.3
Bonds 67.3
Other 15.8
Annual Turnover % 107
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 6.3
Communication Services 0.4
Energy 2.9
Industrials 1.4
Technology 1.7
Cyclical 1.6
Basic Materials 0.2
Consumer Cyclical 0.7
Financial Services 0.7
Real Estate 0.0
Defensive 5.4
Consumer Defensives 0.5
Healthcare 3.2
Utilities 1.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  Bankrate Inc Technology 25.79 0.01
  Avista Corp Utilities 32.71 0.01
  WGL Holdings Inc* Utilities 14.77 0.01
  Fidelity & Guaranty Life Financial Services 32.26 0.01
  Akorn Inc* Healthcare 51.99 0.01
  Calpine Corp* Utilities 30.01 0.01
  Brocade Communications Systems Inc* Technology -4.12 0.01
  Bed Bath & Beyond Inc* Consumer Cyclical -46.96 0.00
  Allstate Corp* Financial Services 24.61 0.00
  O'Reilly Automotive Inc* Consumer Cyclical -23.50 0.00
  Navient Corp Financial Services -24.16 0.00
  Medtronic PLC* Healthcare 12.23 0.00
  McKesson Corp* Healthcare 4.74 0.00
  Martin Marietta Materials Inc* Basic Materials -7.63 0.00
  ManpowerGroup Inc* Industrials 39.18 0.00
  Lennar Corp* Consumer Cyclical 31.45 0.00
  Kohl's Corp* Consumer Cyclical -8.30 0.00
  Kellogg Co* Consumer Defensive -14.03 0.00
  HP Inc* Technology 49.04 0.00
  H&R Block Inc Consumer Cyclical 11.96 0.00
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Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Credit Suisse Commodity Return Strat I Christopher Burton 10
Credit Suisse Trust Commodity Return St Christopher Burton 9
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
10-18-17

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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