2 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 36 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 7.56 percent over the past year, -6.06 percent over the past three years, and 1.62 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||-6.1%|
|5 Years (Annualized)||1.6%|
|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 ("DJ-UBS Index"). It intends to invest its assets in a combination of commodity-linked derivative instruments and fixed income securities. It gains exposure to commodities markets by investing through the Subsidiary and in structured notes linked to the DJ-UBS Index, other commodity indices, or the value of a particular commodity or commodity futures contract or subset of commodities or commodity futures contracts. It is non-diversified.
Fees are Low compared to funds in the same category.
Credit Suisse Trust Commodity Return Strategy Portfolio has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.