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Morningstar

Credit Suisse Strategic Income I CSOIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
8.85  /  0.02 %
Total Assets
369.5 Mil
Adj. Expense Ratio
0.790%
Expense Ratio
0.790%
Fee Level
Above Average
Longest Manager Tenure
10.01 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
250,000
Status
Open
TTM Yield
4.59%
Effective Duration
2.35 years

Morningstar’s Fund 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

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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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