About CRSOX
Credit Suisse Commodity Return Strategy Fund Class I is an actively managed mutual fund designed to provide total return by gaining exposure to a broad range of commodity markets. The fund primarily seeks to outperform the Bloomberg Commodity Index Total Return, which tracks futures contracts on 23 physical commodities across the energy, agriculture, livestock, industrial metals, and precious metals sectors. Rather than investing directly in physical commodities, the fund utilizes commodity-linked derivative instruments such as structured notes, swaps, and future contracts. These derivatives are backed by a collateral portfolio comprised primarily of short-term, investment-grade fixed income securities—most commonly U.S. Treasuries and agencies—with a typically short duration, often around one year or less.
The fund may allocate up to 25% of its assets to a wholly owned subsidiary organized in the Cayman Islands, which allows for more flexible use of commodity-linked derivatives. It is categorized as a non-diversified fund, which means it may concentrate its holdings more than a typical diversified mutual fund, potentially resulting in higher volatility. Credit Suisse Commodity Return Strategy Fund Class I offers institutional investors a liquid and regulated vehicle for gaining broad, diversified exposure to global commodity markets, serving as a tool for diversification and inflation hedging within a larger portfolio.
Fund Family Credit Suisse (New York, NY)
Category Commodities Broad Basket
Stock Exchange NASDAQ
Ticker Symbol CRSOX
Share Class Class I
Index Bloomberg Commodity TR
CRSOX had a total return of 8.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been -0.37%.
