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CCRSX Credit Suisse Trust Commodity Return St

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Fund CCRSX Credit Suisse Trust Commodity Return St EAPCX Parametric Commodity Strategy Investor  
Similarity
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100% 89%
Annual Fees
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$106.14
(1.05% Exp. Ratio)
$90.97
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.08% annual return
$10,060.01 $10,527.72
Est. savings over 30 yrs +$467.70
Return
As of 12/31/16
1 YR RETURN 12.02%
3 YR -11.36%
5 YR -9.36%
10 YR -5.31%
1 YR RETURN 13.78%
3 YR -9.04%
5 YR -7.26%
10 YR --
Description
The investment seeks total return. The fund is designed to achieve positive total return relative to the performance of the Bloomberg Commodity Index Total Return (the "BCOM Index"). The advisor 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 BCOM Index, other commodity indices, or the value of a particular commodity or commodity futures contract or subset of commodities or commodity futures contracts. The fund is non-diversified.
The investment seeks total return. The fund invests primarily in commodity-linked derivative instruments backed by a portfolio of fixed-income securities. The fund's portfolio of fixed-income securities is generally comprised of U.S. Treasury bills and cash. The average portfolio duration of the fund's fixed-income portfolio will vary and under normal market conditions is not expected to exceed one year. Commodity-linked derivative instruments include commodity index-linked swap agreements, commodity options and futures and options on futures, and commodity index-linked notes.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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