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Credit Suisse Trust US Eq Flex I (WTSGX)

13.25 0.00(0.00%) 22 Oct

Prev Close:13.25
YTD Return*:-0.63%
Net Assets*:129.06M
Yield*:0.14%

* As of 31-Aug-11

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WTSGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.7118.13
XOM3.262.39
BA2.613.14
KO2.598.54
CVX2.3110.47
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:129.06M
Category:Large Blend
Total Expense Ratio:1.27%
Fund Profile | Holdings

Performance & Risk

YTD Return:-0.63%
5y Avg Return:-0.24%
Rank in Category (ytd):13
% Rank in Category (ytd):0.76%
Beta (3y):1.12
Morningstar Risk Rating:4
Performance Details | Risk Details

Fund Summary

The investment seeks capital growth. The fund invests at least 80% of assets in equity securities of U.S. companies. It seeks to outperform the Russell 3000® Index. The fund may invest in equity securities of large, medium and small capitalization companies. It generally (i) purchases securities, either directly or through derivatives, in an amount up to approximately 130% of net assets and (ii) sells securities short (which means, sell borrowed securities with the intention of repurchasing them for a profit on the expectation that the market price will drop), either directly or through derivatives, in an amount up to approximately 30% of net assets. View More
Fund Profile
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