Credit Suisse Absolute Return C
Eleven Madison Avenue New York NY 10010 New York NY 10005
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Phone: 800-927-2874
| Category: | Moderate Allocation | | Fund Family: | Crédit Suisse | | Net Assets: | 570.00K | | Year-to-Date Return: | -4.28% | | Yield: | 3.84% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Dec-06 |
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Christine N. Gaelzer
Lead Manager since
29-Dec-06 | | | Gaelzer is the assistant vice president and a portfolio manager for Multi Asset Class Solutions (MACS) portfolios. Prior to that function, she served as the specialist for the US and European Equities Model Portfolios, and assisted the chief of client portfolio management in servicing a select group of accounts. She joined Credit Suisse in 2002. Gaelzer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks absolute return. The fund, over a three- to five-year economic cycle, aims to achieve an aggregate positive absolute return of 3-month LIBOR + 350 basis points, gross of fees. It Invests in a diversified portfolio of equity securities and debt securities, either directly or indirectly by investing in exchange traded funds ("ETFs"), money market instruments and commodity-linked derivatives. The fund generally invests between 30% and 75% of assets in equity securities and between 25% and 70% of assets in debt securities and money market instruments. |
| Last Dividend
(27-Dec-07):
| 0.37 | | Last Cap Gain
(11-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 206.00% | | Average for Category:
| 71.15% |
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| Expense | CSNCX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$1,665 | $626 | | 5 Yr Expense Projection*: |
$2,758 | $953 | | 10 Yr Expense Projection*: |
$5,435 | $1,864 |
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