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Morningstar

Credit Suisse Floating Rate Hi Inc A CHIAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 6.33  /  0.18 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 5.21%
  • Effective Duration 0.62 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CHIAX

Will CHIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHIAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CHIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CHIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experience and discipline make this a solid bank-loan offering.

Analyst

Summary

| by Saraja Samant

A consistent and effective value discipline wielded by a long-serving team earn Credit Suisse Floating Rate High Income’s cheapest share class a Morningstar Analyst Rating of Bronze, while its more expensive shares are rated Neutral.

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