Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 30, 2009, 11:20PM ET - U.S. Markets Closed. Dow Up 0.34% Nasdaq Up 0.29%
Credit Suisse Mid-Cap Core C (CUGCX)On Nov 30: 27.81  Down 0.04 (0.14%)  
MORE ON CUGCX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-09Get Profile for:
Credit Suisse Mid-Cap Core C
Paradeplatz 8 Uetubergstrasse 231
Map
Phone: 800-927-2874
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Mid-Cap Blend
Fund Family:Credit Suisse
Net Assets:0
Year-to-Date Return:22.23%
Yield:0.30%
Morningstar Rating:2 stars
Fund Inception Date:27-Feb-04
MORNINGSTAR STYLE BOX 
Mid-Cap Blend
[View Category Definition]
View Top Mid-Cap Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
CUGCX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. It focuses on growth companies. It uses proprietary quantitative models. The fund maintains investment attributes similar to those of the Standard & Poor's MidCap 400? Index and intends to limit its divergence from that index in terms of market, industry and sector exposures.
FUND OPERATIONS 
Last Dividend (29-Dec-08): 0.08
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 90.71%
FEES & EXPENSES 
ExpenseCUGCXCategory
Avg
Total Expense Ratio:2.32% 1.36%
Max 12b1 Fee:1.00% N/A
Max Front End Sales Load:% 5.26%
Max Deferred Sales Load:1.00% 2.31%
3 Yr Expense Projection*: $ 724$623
5 Yr Expense Projection*: $ 1,240$964
10 Yr Expense Projection*: $ 2,656$1,949
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials