Credit Suisse Strategic Income benefits from a seasoned and deep team, applying a thorough and thoughtful process that typically exhibits a preference towards bank loans. It earns a Morningstar Analyst Rating of Bronze for its cheapest share class and Neutral for its pricier shares.
Credit Suisse Strategic Income I CSOIX
NAV / 1-Day Return
9.32
/
0.04
%
Total Assets
428.2 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.790%
Expense Ratio
0.790%
Fee Level
Above Average
Longest Manager Tenure
9.64
years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
250,000
Status
Open
TTM Yield
4.15%
Effective Duration
2.13
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CSOIX 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 CSOIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CSOIX 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 CSOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A unconventional high-yield offering managed by an experienced team
