Credit Suisse (New York, NY) Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return-7.49-12.10-17.3811.180.09
    Category Average-6.48-13.29-17.3610.720.23
    Assets for Each Yr*6.997.076.937.797.94
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 0.09 -5.72 -6.72

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,935 mil $2,500 8.31 91.69
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- 1.25 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.6 46.72 1.32 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-19-17

      Sector YTD Return % % Net Assets  
    Bankrate Inc* Technology 25.79 0.01
    Avista Corp* Utilities 33.04 0.01
    WGL Holdings Inc* Utilities 15.13 0.01
    Fidelity & Guaranty Life* Financial Services 32.47 0.01
    Akorn Inc* Healthcare 51.86 0.01
    Calpine Corp* Utilities 30.10 0.01
    Brocade Communications Systems I* Technology -3.40 0.01
    Bed Bath & Beyond Inc* Consumer Cyclical -46.79 0.00
    Allstate Corp* Financial Services 26.61 0.00
    O'Reilly Automotive Inc* Consumer Cyclical -24.82 0.00
    Navient Corp* Financial Services -22.15 0.00
    Medtronic PLC* Healthcare 12.07 0.00
    McKesson Corp* Healthcare 7.41 0.00
    Martin Marietta Materials Inc* Basic Materials -4.85 0.00
    ManpowerGroup Inc* Industrials 39.10 0.00
    Lennar Corp* Consumer Cyclical 32.56 0.00
    Kohl's Corp* Consumer Cyclical -7.84 0.00
    Kellogg Co* Consumer Defensive -14.15 0.00
    HP Inc* Technology 50.66 0.00
    H&R Block Inc* Consumer Cyclical 14.18 0.00

    Best 5-Year Relative Performance | More
    10-19-17

    Worst 5-Year Relative Performance | More
    10-19-17

    Lowest Expenses | More
    10-19-17

    Highest Expenses | More
    10-19-17

    Longest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Commod Christopher Burton 9.60
    Credit Suisse Trust Christopher Burton 9.40
    Credit Suisse Floati Wing Chan 9.10
    Credit Suisse Commod Timothy Boss 5.10
    Credit Suisse Strate Wing Chan 5.10

    Shortest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Credit Suisse Manage Sheel Dhande 3.50
    Credit Suisse Multia Sheel Dhande 3.60
    Credit Suisse Commod Timothy Boss 5.10
    Credit Suisse Strate Wing Chan 5.10
    Credit Suisse Floati Wing Chan 9.10