Credit Suisse (New York, NY) Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return-12.01-17.3111.092.78-0.64
    Category Average-13.27-17.3310.693.640.41
    Assets for Each Yr*7.036.907.758.028.19
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.64 1.02 -4.16

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,191 mil $2,500 7.85 92.15
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.31 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.8 53.36 1.26 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-17-18

      Sector YTD Return % % Net Assets  
    CA Inc* Technology 34.60 0.02
    United Continental Holdings Inc* Industrials 33.77 0.00
    The Kroger Co* Consumer Defensive 6.48 0.00
    Regions Financial Corp* Financial Services 11.69 0.00
    HCA Healthcare Inc* Healthcare 52.27 0.00
    Fortune Brands Home & Security I* Consumer Cyclical -18.40 0.00
    Fifth Third Bancorp* Financial Services -4.22 0.00
    DaVita Inc* Healthcare -2.62 0.00
    SL Green Realty Corp* RealEstate 2.24 0.00
    Rent-A-Center Inc* Industrials 31.17 0.00
    Juniper Networks Inc* Technology 0.14 0.00
    Conagra Brands Inc* Consumer Defensive 3.07 0.00
    Andeavor* Energy 37.62 0.00
    Walgreens Boots Alliance Inc* Consumer Defensive -1.28 0.00
    Marathon Petroleum Corp* Energy 29.13 0.00
    Hewlett Packard Enterprise Co* Technology 15.46 0.00
    General Motors Co* Consumer Cyclical -11.78 0.00
    Experian PLC* Industrials 15.22 0.00
    Citigroup Inc* Financial Services -3.28 0.00
    Voya Financial Inc* Financial Services -1.72 0.00

    Worst 5-Year Relative Performance | More
    09-17-18

    Lowest Expenses | More
    09-17-18

    Longest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 10.50
    Credit Suisse Trust Christopher Burton 10.30
    Credit Suisse Floati Wing Chan 10.00
    Credit Suisse Strate Wing Chan 6.00
    Credit Suisse Multia Sheel Dhande 4.50

    Shortest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 4.40
    Credit Suisse Multia Sheel Dhande 4.50
    Credit Suisse Strate Wing Chan 6.00
    Credit Suisse Floati Wing Chan 10.00
    Credit Suisse Trust Christopher Burton 10.30