Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return-12.11-17.3911.182.801.56
    Category Average-13.28-17.3710.733.641.73
    Assets for Each Yr*7.076.937.798.068.36
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.56 -0.57 -5.28

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,363 mil $2,500 8.11 91.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.25 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.7 45.55 1.26 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    DST Systems Inc* Technology 33.72 0.01
    Juno Therapeutics Inc* Healthcare 89.54 0.01
    McDermott International Inc* Energy 11.55 0.01
    WGL Holdings Inc* Utilities -3.20 0.01
    Regal Entertainment Group A* Consumer Cyclical 0.74 0.01
    Akorn Inc* Healthcare -2.64 0.01
    Calpine Corp* Utilities 0.13 0.01
    Bioverativ Inc* Healthcare 92.71 0.01
    Validus Holdings Ltd* Financial Services 43.90 0.01
    Bed Bath & Beyond Inc* Consumer Cyclical 0.91 0.00
    Andeavor* Energy -19.06 0.00
    Analog Devices Inc* Technology -0.70 0.00
    Align Technology Inc* Healthcare 13.48 0.00
    Phillips 66* Energy -10.75 0.00
    Navient Corp* Financial Services 0.83 0.00
    McKesson Corp* Healthcare -4.08 0.00
    Kohl's Corp* Consumer Cyclical 16.98 0.00
    IQVIA Holdings Inc* Healthcare 1.90 0.00
    IHS Markit Ltd A* Industrials 2.88 0.00
    H&R Block Inc* Consumer Cyclical 0.72 0.00

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 9.90
    Credit Suisse Trust Christopher Burton 9.80
    Credit Suisse Floati Wing Chan 9.50
    Credit Suisse Commod Timothy Boss 5.40
    Credit Suisse Strate Wing Chan 5.40

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 3.80
    Credit Suisse Multia Sheel Dhande 3.90
    Credit Suisse Commod Timothy Boss 5.40
    Credit Suisse Strate Wing Chan 5.40
    Credit Suisse Floati Wing Chan 9.50