The accompanying bar chart and table provide an indication of the risks of investing in the fund. The bar chart shows you how performance of the fund's Class A shares has varied from year to year for up to 10 years. The table compares the fund's performance (before and after taxes) over time to that of a broad-based securities market index. The benchmark against which the fund measures its performance is the Morningstar LSTA US Leveraged Loan Index. The after-tax returns are shown for Class A shares only. The after-tax returns of other classes will vary. As with all mutual funds, past performance (before and after taxes) is not a prediction of future performance.
The fund makes updated performance available at the fund's website (https://us-fund.ubs.com/en/home) or by calling Credit Suisse Funds at 877-870-2874.
Sales charges are not reflected in the accompanying bar chart, and if those charges were included, returns would be less than those shown.
Best quarter: 9.21% (Q2, 2020)
Worst quarter: (13.58)% (Q1, 2020)
Inception date:
|
Period ended 12/31/25: |
One year 2025 |
Five years 2021-2025 |
Ten years 2016-2025 |
||||||||||||
| Class A Return before taxes |
-0.94 |
% |
4.51 |
% |
4.43 |
% |
|||||||||
|
Class A Return after taxes on distributions |
-3.79 |
1.74 |
2.11 |
||||||||||||
|
Class A Return after taxes on distributions and sale of fund shares |
-0.59 |
2.22 |
2.35 |
||||||||||||
| Class C Return before taxes |
2.32 |
4.76 |
4.17 |
||||||||||||
| Class I Return before taxes |
4.31 |
5.83 |
5.20 |
||||||||||||
|
S&P UBS Leveraged Loan Index Total Return (reflects no deduction for fees, expenses or taxes) |
5.94 |
6.37 |
5.78 |
||||||||||||
|
Morningstar LSTA US Leveraged Loan Index (reflects no deduction for fees, expenses or taxes)1 |
5.90 |
6.42 |
5.83 |
||||||||||||
(1) Effective October 1, 2025, the benchmark against which the fund measures its performance changed from the S&P UBS Leveraged Loan Index to the Morningstar LSTA US Leveraged Loan Index. Fund management believes that the new benchmark is more representative of the fund's strategy.
• After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor's tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts ("IRA").
The accompanying bar chart and table provide an indication of the risks of investing in the fund. The bar chart shows you how performance of the fund's Class A shares has varied from year to year for up to 10 years. The table compares the fund's performance (before and after taxes) over time to that of a broad-based securities market index (i.e., a regulatory index). The fund's regulatory index is the Bloomberg US Aggregate Bond Index. The fund's regulatory index is shown in connection with certain regulatory requirements to provide a broad measure of market performance. The benchmark against which the fund measures its performance is a blend of 50% Morningstar LSTA US Leveraged Loan Index + 50% ICE BofA US High Yield Constrained Index. The after-tax returns are shown for Class A shares only. The after-tax returns of other classes will vary. As with all mutual funds, past performance (before and after taxes) is not a prediction of future performance.
The fund makes updated performance available at the fund's website (https://us-fund.ubs.com/en/home) or by calling Credit Suisse Funds at 877-870-2874.
Sales charges are not reflected in the accompanying bar chart, and if those charges were included, returns would be less than those shown.
Best quarter: 10.28% (Q2, 2020)
Worst quarter: (14.02)% (Q1, 2020)
Inception date: 9/28/12
|
Period ended 12/31/25: |
One year 2025 |
Five years 2021-2025 |
Ten years 2016-2025 |
||||||||||||
| Class A Return before taxes |
0.22 |
% |
4.13 |
% |
5.50 |
% |
|||||||||
|
Class A Return after taxes on distributions |
-2.49 |
1.51 |
2.99 |
||||||||||||
|
Class A Return after taxes on distributions and sale of fund shares |
0.09 |
1.98 |
3.09 |
||||||||||||
| Class C Return before taxes |
3.50 |
4.37 |
5.22 |
||||||||||||
| Class I Return before taxes |
5.53 |
5.41 |
6.28 |
||||||||||||
|
Bloomberg US Aggregate Bond Index (reflects no deductions for fees, expenses or taxes) |
7.30 |
-0.36 |
2.01 |
||||||||||||
|
ICE BofA US 3-Month Treasury Bill Index (reflects no deduction for fees, expenses or taxes) |
4.18 |
3.17 |
2.18 |
||||||||||||
|
50/50 Morningstar LSTA US Leveraged Loan Index and ICE BofA US High Yield Constrained Index (reflects no deduction for fees, expenses or taxes)1 |
7.20 |
5.49 |
6.16 |
||||||||||||
(1) Effective October 1, 2025, the benchmark against which the fund measures its performance changed from the ICE BofA US 3-Month Treasury Bill Index to a blend of 50% Morningstar LSTA US Leveraged Loan Index + 50% ICE BofA US High Yield Constrained Index (the "Customized Reference Benchmark"). Fund management believes that the Customized Reference Benchmark is more representative of the Fund's strategy.
• After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor's tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts ("IRA").