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Morningstar

Credit Suisse Commodity Return Strat I CRSOX

Morningstar Analyst Rating
Quantitative rating as of | See Credit Suisse Investment Hub
  • NAV / 1-Day Return 23.98  /  2.08 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Commodities Broad Basket
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 16.50%
  • Turnover 68%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis CRSOX

Will CRSOX 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 CRSOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CRSOX 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 CRSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An upgrade in People Pillar rating is the primary driver of Credit Suisse Commodity Return Strat I's upgrade to a Morningstar Quantitative Rating of Silver from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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