Credit Suisse Floating Rate High Income’s thorough, value-driven, and time-tested approach executed by a large and experienced team, including a core group that has been working together for 20-plus years, sets it apart from its bank loan Morningstar Category peers. It earns a Morningstar Analyst Rating of Bronze for its cheapest share class and a Neutral rating for its pricier shares.
Credit Suisse Floating Rate Hi Inc C CHICX
NAV / 1-Day Return
6.46
/
0.19
%
Total Assets
3.2 Bil
Adj. Expense Ratio
1.700%
Expense Ratio
1.700%
Fee Level
Below Average
Longest Manager Tenure
16.79
years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
2,500
Status
Open
TTM Yield
2.63%
Effective Duration
0.60
years
Morningstar’s Fund Analysis CHICX
Will CHICX 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 CHICX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CHICX 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 CHICX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Solid bank-loan offering managed by an experienced team
