Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------0.34
    Category Average-13.27-17.3310.693.641.47
    Assets for Each Yr*7.036.907.758.028.27
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.34 2.19 -3.64

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,274 mil $2,500 7.77 92.23
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.33 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.8 53.32 1.26 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Forest City Realty Trust Inc Cla* RealEstate 5.68 0.02
    Navigators Group Inc* Financial Services 42.01 0.01
    MetLife Inc* Financial Services -11.00 0.00
    Marathon Petroleum Corp* Energy 21.42 0.00
    M&T Bank Corp* Financial Services -4.67 0.00
    Loews Corp* Financial Services -5.20 0.00
    IQVIA Holdings Inc* Healthcare 25.21 0.00
    Hewlett Packard Enterprise Co* Technology 3.97 0.00
    Express Scripts Holding Co* Healthcare 25.60 0.00
    Experian PLC* Industrials 3.90 0.00
    Domino's Pizza Inc* Consumer Cyclical 44.23 0.00
    Conagra Brands Inc* Consumer Defensive -5.74 0.00
    Citrix Systems Inc* Technology 16.10 0.00
    Citigroup Inc* Financial Services -6.64 0.00
    CSX Corp* Industrials 26.27 0.00
    CIT Group Inc* Financial Services 1.24 0.00
    CDK Global Inc* Technology -19.57 0.00
    CBS Corp Class B* Consumer Cyclical -7.86 0.00
    Best Buy Co Inc* Consumer Cyclical 5.30 0.00
    Aon PLC* Financial Services 11.48 0.00

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 10.60
    Credit Suisse Trust Christopher Burton 10.40
    Credit Suisse Floati Wing Chan 10.10
    Credit Suisse Strate Wing Chan 6.10
    Credit Suisse Multia Sheel Dhande 4.60

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 4.50
    Credit Suisse Multia Sheel Dhande 4.60
    Credit Suisse Strate Wing Chan 6.10
    Credit Suisse Floati Wing Chan 10.10
    Credit Suisse Trust Christopher Burton 10.40