Credit Suisse Global Small Cap Adv Credit Suisse 466 Lexington Avenue New York, NY 10017-3147 Map
Phone: 800-577-2321
| Category: | World Stock | | Fund Family: | Crédit Suisse | | Net Assets: | 310.00K | | Year-to-Date Return: | -11.17% | | Yield: | 0.62% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-96 |
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Robert Graham-Brown
Lead Manager since
01-Apr-08 | | | Robert Graham-Brown is a member of the Financials and Industrials research sector teams. He joined Threadneedle in 2001 as a trainee portfolio manager on the North American equity team. Robert graduated in June 2000 with a M.Eng. in Mechanical Engineering from Bristol University. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of total assets, plus any borrowings for investment purposes, in equity securities of small companies from at least three countries, including the U.S. and 30% of total assets in companies located or conducting a majority of their business outside the U.S. The managers may use quantitative portfolio management techniques rather than a traditional fundamental equity research approach. |
| Last Dividend
(27-Dec-07):
| 0.12 | | Last Cap Gain
(7-Dec-99):
| 2.81 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 61.53% |
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| Expense | WPVAX | Category Avg | | Total Expense Ratio: | 1.34%
| 1.56% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$751 | $695 | | 5 Yr Expense Projection*: |
$1,285 | $1,090 | | 10 Yr Expense Projection*: |
$2,746 | $2,150 |
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