Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return-12.01-17.3111.092.78-0.18
    Category Average-13.27-17.3310.693.640.69
    Assets for Each Yr*7.036.907.758.028.38
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.18 0.88 -3.58

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,381 mil $2,500 7.79 92.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.31 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.9 50.95 1.26 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Cotiviti Holdings Inc* Technology 38.71 0.02
    XL Group Ltd* Financial Services 63.20 0.02
    Vectren Corp* Utilities 12.04 0.02
    Envision Healthcare Corp* Healthcare 30.09 0.02
    NxStage Medical Inc* Healthcare 16.18 0.01
    Avista Corp* Utilities 1.64 0.01
    American Airlines Group Inc* Industrials -26.79 0.00
    Yum Brands Inc* Consumer Cyclical 4.02 0.00
    Walgreens Boots Alliance Inc* Consumer Defensive -1.91 0.00
    Marriott International Inc Class* Consumer Cyclical -8.21 0.00
    Marathon Petroleum Corp* Energy 18.96 0.00
    Huntsman Corp* Basic Materials -4.31 0.00
    Hilton Worldwide Holdings Inc* Consumer Cyclical -2.77 0.00
    Hewlett Packard Enterprise Co* Technology 17.39 0.00
    Express Scripts Holding Co* Healthcare 17.08 0.00
    Experian PLC* Industrials 8.25 0.00
    Discover Financial Services* Financial Services 2.21 0.00
    Corning Inc* Technology 4.35 0.00
    Citigroup Inc* Financial Services -4.91 0.00
    CBS Corp Class B* Consumer Cyclical -9.19 0.00

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 10.40
    Credit Suisse Trust Christopher Burton 10.20
    Credit Suisse Floati Wing Chan 10.00
    Credit Suisse Strate Wing Chan 5.90
    Credit Suisse Multia Sheel Dhande 4.40

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 4.30
    Credit Suisse Multia Sheel Dhande 4.40
    Credit Suisse Strate Wing Chan 5.90
    Credit Suisse Floati Wing Chan 10.00
    Credit Suisse Trust Christopher Burton 10.20