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

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Performance
06-30-18

Total ReturnCategory Average
Total Return -12.0 -17.3 11.1 2.8 0.4
Category Average -13.3 -17.3 10.7 3.6 1.3
Assets for Each Yr* 7.0 6.9 7.8 8.0 8.4
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 0.40 -1.58 -3.22

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
8,379 $2,500 7.6 92.4
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- 1.28 --- ---
Municipal Bond --- --- --- ---
Taxable Bond 4.7 50.16 1.26 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 7.7
Stocks 3.4
Bonds 75.2
Other 13.7
Annual Turnover % 79
% Assets in Top 10 0.0
 
Sector Breakdown (% of stocks) 
Sensitive 11.0
Communication Services 0.6
Energy 4.7
Industrials 1.2
Technology 4.5
Cyclical 14.0
Basic Materials 1.0
Consumer Cyclical 6.1
Financial Services 6.6
Real Estate 0.4
Defensive 5.2
Consumer Defensives 0.9
Healthcare 2.1
Utilities 2.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
  Avista Corp Utilities -1.17 0.01
  NxStage Medical Inc Healthcare 15.56 0.01
  Vectren Corp Utilities 11.06 0.01
  XL Group Ltd Financial Services 61.55 0.01
  AutoZone Inc* Consumer Cyclical -3.43 0.00
  AutoNation Inc* Consumer Cyclical -4.83 0.00
  Aon PLC* Financial Services 8.18 0.00
  American Airlines Group Inc* Industrials -28.27 0.00
  Acuity Brands Inc Technology -23.45 0.00
  HCA Healthcare Inc* Healthcare 22.10 0.00
  Goldman Sachs Group Inc* Financial Services -10.52 0.00
  General Motors Co* Consumer Cyclical -2.12 0.00
  Express Scripts Holding Co* Healthcare 9.16 0.00
  Domino's Pizza Inc Consumer Cyclical 49.50 0.00
  Discovery Inc C* Consumer Cyclical 20.50 0.00
  Discover Financial Services* Financial Services -8.23 0.00
  DaVita Inc* Healthcare -0.66 0.00
  Corning Inc* Technology -8.85 0.00
  Citrix Systems Inc* Technology 24.74 0.00
  Citigroup Inc* Financial Services -9.10 0.00
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Longest Manager Tenure | More
07-13-18

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 10
Credit Suisse Strategic Income I Wing Chan 6
Credit Suisse Multialternative Strat I Sheel Dhande 4

Shortest Manager Tenure | More
07-13-18

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 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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