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Morningstar

Credit Suisse Strategic Income I CSOIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.28  /  0.17 %
  • Total Assets 335.7 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 5.87%
  • Effective Duration 2.41 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSOIX

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

Analyst

Summary

| by Saraja Samant

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.

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