Credit Suisse Commodity Return Strategy Fund Class C (CRSCX)

5.50
Net Asset Value
-1.61%
1 Day
-2.65%
Year-to-Date
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
1.84%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. The fund is designed to achieve positive total return relative to the performance of the Dow Jones-UBS Commodity Index Total Return. It intends to invest its assets in a combination of commodity linked-derivative instruments and fixed income securities. The fund invests in a portfolio of fixed income securities normally having an average duration of one year or less, and emphasizes investment-grade fixed income securities. The fund may invest up to 25% of its assets in the Credit Suisse Cayman Commodity Fund I, Ltd., a wholly-owned subsidiary of the fund organized under the laws of the Cayman Islands. It is non-diversified.

Performance

1 month+2.01% 3 years-12.59%
3 months-11.83% 5 years-5.92%
1 year-22.47% Since inception-3.24%
Data through --

Peer Comparisonvs. Commodities broad basket

 CRSCXCategory
Performance 5-yr return-5.92%-5.47%
Expense ratio1.84%1.39%
Risk 5 year sharpe ratio-0.32-0.22
Net assets$5.1B$822.5M
Average market cap--$24.0B
Average P/E--13.3
Portfolio turnover103%103%

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Fund Management and Purchase Info

Fund familyCredit Suisse (New York, NY)
Fund manager & tenureChristopher Burton / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

Fixed income78.77%
Cash21.23%
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
-- 18.12%
-- 2.83%
-- 2.55%
-- 2.32%
-- 2.12%
-- 1.93%
-- 1.93%
-- 1.93%
-- 1.81%
-- 1.75%

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