Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return-7.49-12.10-17.3811.181.28
    Category Average-6.48-13.29-17.3610.721.98
    Assets for Each Yr*6.997.076.937.798.14
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 1.28 -4.25 -5.86

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,142 mil $2,500 8.33 91.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.26 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.7 47.31 1.32 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Avista Corp* Utilities 32.56 0.01
    WGL Holdings Inc* Utilities 15.11 0.01
    Akorn Inc* Healthcare 50.80 0.01
    Calpine Corp* Utilities 32.02 0.01
    Bed Bath & Beyond Inc* Consumer Cyclical -42.16 0.00
    Allstate Corp* Financial Services 40.29 0.00
    O'Reilly Automotive Inc* Consumer Cyclical -9.82 0.00
    Navient Corp* Financial Services -18.44 0.00
    Medtronic PLC* Healthcare 15.71 0.00
    McKesson Corp* Healthcare 9.51 0.00
    Martin Marietta Materials Inc* Basic Materials -2.58 0.00
    ManpowerGroup Inc* Industrials 46.08 0.00
    Lennar Corp* Consumer Cyclical 48.11 0.00
    Kohl's Corp* Consumer Cyclical 5.27 0.00
    Kellogg Co* Consumer Defensive -6.86 0.00
    HP Inc* Technology 44.66 0.00
    H&R Block Inc* Consumer Cyclical 22.49 0.00
    Goodyear Tire & Rubber Co* Consumer Cyclical 4.28 0.00
    Goldman Sachs Group Inc* Financial Services 5.76 0.00
    General Mills Inc* Consumer Defensive -6.46 0.00

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 9.70
    Credit Suisse Trust Christopher Burton 9.50
    Credit Suisse Floati Wing Chan 9.30
    Credit Suisse Commod Timothy Boss 5.20
    Credit Suisse Strate Wing Chan 5.20

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 3.60
    Credit Suisse Multia Sheel Dhande 3.70
    Credit Suisse Commod Timothy Boss 5.20
    Credit Suisse Strate Wing Chan 5.20
    Credit Suisse Floati Wing Chan 9.30