Credit Suisse Large Cap Value B
Paradeplatz 8 Uetubergstrasse 231
Map
Phone: 800-927-2874
| Category: | Large Value | | Fund Family: | Credit Suisse | | Net Assets: | 2.37M | | Year-to-Date Return: | 18.01% | | Yield: | 0.93% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-96 |
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Jordan Low
Lead Manager since
28-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: | $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 long-term capital appreciation and continuity of income. The fund invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with large market capitalizations. It maintains investment attributes similar to those of the Russell 1000 Value index and intends to limit its divergence from that index in terms of market, industry and sector exposures. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
(11-Dec-07):
| 3.20 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | WGIBX | Category
Avg | | Total Expense Ratio: | 1.91%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 4.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 800 | $638 | | 5 Yr Expense Projection*: |
$ 1,032 | $966 | | 10 Yr Expense Projection*: |
$ 2,038 | $1,855 |
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