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CSOCX Credit Suisse Strategic Income C

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Fund CSOCX Credit Suisse Strategic Income C VWEHX Vanguard High-Yield Corporate Inv LBHIX Thrivent High Yield S  
100% 86% 85%
Annual Fees
(1.99% Exp. Ratio)
(0.23% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$9,944.56 $16,961.85 $15,637.47
Est. savings over 30 yrs +$7,017.29 +$5,692.91
As of 9/30/16
1 YR RETURN 5.39%
3 YR 3.97%
5 YR --
10 YR --
1 YR RETURN 9.82%
3 YR 5.49%
5 YR 7.61%
10 YR 6.59%
1 YR RETURN 9.06%
3 YR 4.38%
5 YR 7.88%
10 YR 6.98%
The investment seeks total return. The fund pursues its investment objective of total return by investing in a broad range of debt instruments. "Strategic" in the fund's name means that the fund seeks both current income and capital appreciation as elements of total return. In seeking to achieve its investment objective, it adjusts its portfolio's exposure amongst the various types of debt instruments based on market conditions and outlook.
The investment seeks to provide a high level of current income. The fund invests primarily in a diversified group of high-yielding, higher-risk corporate bonds-commonly known as "junk bonds"-with medium- and lower-range credit-quality ratings. It invests at least 80% of its assets in corporate bonds that are rated below Baa by Moody's Investors Service, Inc. (Moody's); have an equivalent rating by any other independent bond-rating agency; or, if unrated, are determined to be of comparable quality by the fund's advisor. The fund's high-yield bonds and loans mostly have short- and intermediate-term maturities.
The investment seeks high current income; growth of capital is secondary. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in high yield, high risk bonds, notes, debentures and other debt obligations (including leveraged loans, mortgaged-backed securities, convertible bonds, and convertible stock), or preferred stocks. These securities are commonly known as "junk bonds."

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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.

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


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.


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