CSOAX - Credit Suisse Strategic Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Credit Suisse Strategic Income Fund

New York NY 10172

Eleven Madison Avenue

Credit Suisse Opportunity Funds

Management Information
,Lead Manager since September 27, 2012
Wing Chan is a Managing Director of Credit Suisse in the Asset Management business, based in New York. Ms. Chan is a Portfolio Manager of the Credit Investments Group. Ms. Chan is also a member of the CIG Credit Committee. Prior to joining Credit Suisse in 2005, Ms. Chan served as an Associate Portfolio Manager in Invesco's High Yield group. Previously, Ms. Chan worked at JP Morgan Fleming Asset Management where she shared responsibility for the management of Structured and Long Duration products. Ms. Chan earned a double B.S. in Economics and Finance from the Massachusetts Institute of Technology. Ms. Chan is a CFA Charterholder, and holds Series 3, 7 and 63 licenses.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyCredit Suisse (New York, NY)
Net Assets289.86M
YTD Return4.84%
Morningstar Rating★★★★★
Inception DateSep 27, 2012

Fund Operations

Last Dividend0.24
Last Cap Gain-17.00
Holdings Turnover56.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCSOAXCategory Average
Annual Report Expense Ratio (net)1.80%0.95%
Prospectus Net Expense Ratio1.80%N/A
Prospectus Gross Expense Ratio2.09%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.88%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A