Credit Suisse (New York, NY) Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return-12.11-17.3911.182.80--
    Category Average-13.28-17.3710.733.640.70
    Assets for Each Yr*7.076.937.798.068.06
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 2.80 -1.90 -5.15

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,055 mil $2,500 8.31 91.69
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.28 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.7 47.94 1.26 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Avista Corp* Utilities 0.23 0.01
    WGL Holdings Inc* Utilities 0.07 0.01
    Akorn Inc* Healthcare 4.10 0.01
    Calpine Corp* Utilities -0.40 0.01
    Bed Bath & Beyond Inc* Consumer Cyclical 3.77 0.00
    Allstate Corp* Financial Services -2.48 0.00
    O'Reilly Automotive Inc* Consumer Cyclical 7.51 0.00
    Navient Corp* Financial Services 4.20 0.00
    Medtronic PLC* Healthcare 5.82 0.00
    McKesson Corp* Healthcare 6.60 0.00
    Martin Marietta Materials Inc* Basic Materials 4.40 0.00
    ManpowerGroup Inc* Industrials 2.89 0.00
    Lennar Corp* Consumer Cyclical 9.52 0.00
    Kohl's Corp* Consumer Cyclical 17.78 0.00
    Kellogg Co* Consumer Defensive -4.84 0.00
    HP Inc* Technology 9.09 0.00
    H&R Block Inc* Consumer Cyclical 0.53 0.00
    Goodyear Tire & Rubber Co* Consumer Cyclical 4.95 0.00
    Goldman Sachs Group Inc* Financial Services 0.89 0.00
    General Mills Inc* Consumer Defensive -1.60 0.00

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 9.80
    Credit Suisse Trust Christopher Burton 9.60
    Credit Suisse Floati Wing Chan 9.40
    Credit Suisse Commod Timothy Boss 5.30
    Credit Suisse Strate Wing Chan 5.30

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 3.70
    Credit Suisse Multia Sheel Dhande 3.80
    Credit Suisse Commod Timothy Boss 5.30
    Credit Suisse Strate Wing Chan 5.30
    Credit Suisse Floati Wing Chan 9.40