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MainStay Cushing® MLP Premier Fund Class I (CSHZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Energy limited partnership
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to produce current income and capital appreciation. The fund, under normal market conditions, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of master limited partnership ("MLP") and MLP - related investments. Entities commonly referred to as "MLPs" are generally treated as partnerships for U.S. federal income tax purposes and are generally organized under state law as limited partnerships or limited liability companies. The fund may invest in companies of any market capitalization size. It is non-diversified.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception-0.30%
Data through --

Peer Comparisonvs. Energy limited partnership

Performance 5-yr return---1.06%
Expense ratio1.25%1.80%
Risk 5 year sharpe ratio-0.050.15
Net assets$1.2B$792.0M
Average market cap$7.1B$8.2B
Average P/E19.021.3
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureJerry Swank / 5 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock93.53%
International stock2.37%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
OKS ONEOK Partners LP6.01%
EPD Enterprise Products Partners LP5.97%
ETP Energy Transfer Partners LP5.81%
EQM EQT Midstream Partners LP5.64%
TLLP Tesoro Logistics LP5.58%
PAA Plains All American Pipeline LP5.48%
SHLX Shell Midstream Partners LP5.35%
EEP Enbridge Energy Partners LP5.25%
GEL Genesis Energy LP5.02%
SXL Sunoco Logistics Partners LP4.64%

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