Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return-12.01-17.3111.092.780.40
    Category Average-13.27-17.3310.693.641.29
    Assets for Each Yr*7.036.907.758.028.38
    *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 mil $2,500 7.63 92.37
    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.

    Top 20 US Holdings | Get Price Quotes
    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

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 10.30
    Credit Suisse Trust Christopher Burton 10.10
    Credit Suisse Floati Wing Chan 9.90
    Credit Suisse Strate Wing Chan 5.80
    Credit Suisse Multia Sheel Dhande 4.30

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 4.20
    Credit Suisse Multia Sheel Dhande 4.30
    Credit Suisse Strate Wing Chan 5.80
    Credit Suisse Floati Wing Chan 9.90
    Credit Suisse Trust Christopher Burton 10.10