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Morningstar

Credit Suisse Strategic Income I CSOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Credit Suisse Investment Hub

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 distinguished high-yield offering led by a seasoned team.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

The sudden departure of its lead manager limits our confidence in an otherwise seasoned and deep team, but a risk-controlled approach of investing heavily in bank loans and high-yield credit has given this strategy long-term appeal.

by Saraja Samant
Rated on Published on

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