Credit Suisse Trust Blue Chip
11 Madison Avenue, New York, New York 10017-3147, USA
Map
Phone: 800-222-8977
| Category: | Large Blend | | Fund Family: | Credit Suisse | | Net Assets: | 9.01M | | Year-to-Date Return: | 9.12% | | Yield: | 1.27% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Nov-01 |
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Jordan Low
Lead Manager since
20-Feb-08 | | | Low joined Credit Suisse Asset Management, LLC in February 2008. Low joined Credit Suisse Group in 2005 and was the US Head of Statistical Trading within the global proprietary trading business of the Investment Bank. Prior to that, Low worked for Deutsche Bank from 2002 to 2005 and for Morgan Stanley from 2001 to 2002 focusing on statistical arbitrage, fundamental and microstructure strategies as well as volatility arbitrage. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of U.S. blue chip companies. Blue chip companies are companies which are represented in the S&P 500 index. The fund management uses a proprietary quantitative methodology to determine portfolio investments. |
| Last Dividend
(11-Sep-08):
| 0.11 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 170.00% | | Average for Category:
| 75.97% |
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| Expense | CUBCX | Category
Avg | | Total Expense Ratio: | 1.65%
| 1.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$847 | $577 | | 5 Yr Expense Projection*: |
$1,445 | $878 | | 10 Yr Expense Projection*: |
$3,061 | $1,747 |
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0.45% Nasdaq 
0.20%
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