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Credit Suisse Strategic Income A (CSOAX)

9.23
+0.02
+(0.22%)
As of 8:05:27 AM EDT. Market Open.

Fund Summary

The fund pursues its investment objective of total return by investing in a portfolio of debt instruments. "Strategic" in the fund's name means that the fund seeks both current income and capital appreciation as elements of total return. In seeking to achieve its investment objective, it may adjust its portfolio's exposure among the various types of debt instruments based on market conditions and outlook.

Credit Suisse Strategic Income A

New York NY 10172
Eleven Madison Avenue

Fund Overview

Category High Yield Bond
Fund Family Credit Suisse (New York, NY)
Net Assets 1.02B
YTD Return 0.27%
Yield 7.21%
Morningstar Rating
Inception Date Sep 28, 2012

Fund Operations

Last Dividend 0.16
Last Cap Gain -5.00
Holdings Turnover 44.00%
Average for Category --

Fees & Expenses

Expense CSOAX Category Average
Annual Report Expense Ratio (net) 1.05% 0.95%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.33% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.88%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Wing Chan is a Managing Director of Credit Suisse in the Asset Management business, based in New York. Ms. Chan is a Portfolio Manager of the Credit Investments Group. Ms. Chan is also a member of the CIG Credit Committee. Prior to joining Credit Suisse in 2005, Ms. Chan served as an Associate Portfolio Manager in Invesco's High Yield group. Previously, Ms. Chan worked at JP Morgan Fleming Asset Management where she shared responsibility for the management of Structured and Long Duration products. Ms. Chan earned a double B.S. in Economics and Finance from the Massachusetts Institute of Technology. Ms. Chan is a CFA Charterholder, and holds Series 3, 7 and 63 licenses.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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