Credit Suisse Commodity Access Strategy Fund Class A (CRCAX)

5.63
Net Asset Value
+0.72%
1 Day
+1.44%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
4.75
Sales Expenses
2.05%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks total return that exceeds the return of its benchmark index- the Credit Suisse Commodity Benchmark Total Return Index. The fund normally invests in commodity-linked derivative instruments that provide exposure to the investment returns of the commodities markets without investing directly in physical commodities- backed by an actively managed portfolio of fixed income securities. Commodities are assets that have tangible properties- such as oil- metals- and agricultural products. The advisor does not intend to invest in commodities directly. It may invest up to 25% of its total assets in the Subsidiary. The fund is non-diversified.

Performance

1 month-1.92% 3 years-5.18%
3 months+5.81% 5 years-9.54%
1 year+6.19% Since inception-8.97%
Data through --

Peer Comparisonvs. Commodities broad basket

 CRCAXCategory
Performance 5-yr return-9.54%-8.27%
Expense ratio2.05%1.28%
Risk 5 year sharpe ratio-0.52-0.66
Net assets$36.5M$842.2M
Average market cap----
Average P/E----
Portfolio turnover84%84%

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Fund Management and Purchase Info

Fund familyCredit Suisse (New York, NY)
Fund manager & tenureNelson Louie / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

Fixed income88.68%
Cash11.33%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 21.25%
-- 6.41%
-- 3.74%
-- 3.74%
-- 3.07%
-- 2.68%
-- 2.67%
-- 2.40%
-- 2.27%
-- 2.14%