3 / 5 Stars
2 2 1 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 34 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -12.65 percent over the past year, -8.80 percent over the past three years, and 2.60 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||-8.8%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund is designed to achieve positive total return relative to the performance of the Dow Jones-UBS Commodity Index Total Return. It intends to invest its assets in a combination of commodity linked-derivative instruments and fixed income securities. The fund invests in a portfolio of fixed income securities normally having an average duration of one year or less, and emphasizes investment-grade fixed income securities. The fund may invest up to 25% of its assets in the Credit Suisse Cayman Commodity Fund I, Ltd., a wholly-owned subsidiary of the fund organized under the laws of the Cayman Islands. It is non-diversified.
Fees are Low compared to funds in the same category.
Credit Suisse Commodity Return Strategy Fund has an expense ratio of 0.78 percent.
Risk is Average compared to funds in the same category according to Morningstar.