Investment Test Drive

CRSAX Credit Suisse Commodity Return Strat A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund CRSAX Credit Suisse Commodity Return Strat A EAPCX Parametric Commodity Strategy Investor  
Similarity
?
100% 89%
Annual Fees
?
$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 11.96%
3 YR -11.44%
5 YR -9.37%
10 YR -5.78%
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 advisor intends to invest its assets in a combination of commodity linked-derivative instruments and fixed income securities. It 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 total assets in the Credit Suisse Cayman Commodity Fund I, Ltd., a wholly-owned subsidiary of it organized under the laws of the Cayman Islands. It 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!