CCRSX Mutual Fund

CCRSX Mutual Fund

NAV$23.47
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Fund Essentials - as of Mar 31, 2026

Net Assets
$35M
Expense Ratio
1.05%
Dividend Yield (Current)
11.25%
Holdings
98
Inception Date
Feb 28, 2006
Fund Family
UBS Asset Management (Americas) LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+23.12%
1 Year+35.22%
3 Year+11.85%
5 Year+10.18%
10 Year+6.99%

Asset Allocation

Bonds: 93.83%
Cash: 2.21%
Other: 3.96%
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Top Holdings

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TickerNameWeight
-Royal Bank Of Canada 0 2026-09-165.97%
TF 0 07/31/27Treasury Floating Rate Note 4.44% Jul 31, 20275.80%
TF 0 01/31/27Treasury Floating Rate Note 4.34% Jan 31, 20275.50%
-Us Tsy Frn 01/31/28 Govt5.34%
-Bank Of Montreal 0 2026-12-295.25%
Top 10 Concentration: 48.19%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
11.25%
Frequency
Quarterly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CCRSX Mutual Fund Overview

CCRSX Mutual Fund (Credit Suisse Trust Commodity Return Strategy Portfolio Class 1) is managed by UBS Asset Management (Americas) LLC with $34.6M in net assets. CCRSX expense ratio is 1.05%, holding 98 positions across sectors including Financials. Inception date: 2006-02-28.

CCRSX performance shows a YTD return of 23.12%. The 1-year return is 35.22% and the 5-year return is 10.18%. CCRSX dividend yield stands at 11.25%, paid quarterly.

CCRSX top holdings include Royal Bank Of Canada 0 2026-09-16 (6.0%), Treasury Floating Rate Note 4.44% Jul 31, 2027 (5.8%), Treasury Floating Rate Note 4.34% Jan 31, 2027 (5.5%), Us Tsy Frn 01/31/28 Govt (5.3%), Bank Of Montreal 0 2026-12-29 (5.3%). Go to all CCRSX holdings, CCRSX sectors, or CCRSX dividends.

CCRSX can be compared against other funds. Use CCRSX overlap to find shared positions, or CCRSX vs another fund for a side-by-side view. CCRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.