Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

MainStay Cushing® Energy Income Fund Class C (CURCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Equity energy
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of energy companies involved in exploring, developing, producing, transporting, gathering and processing, storing, refining, distributing, mining or marketing natural gas, natural gas liquids (including propane), crude oil, refined products or coal ("Energy Companies"). It is non-diversified.


1 month+0.05% 3 years-30.75%
3 months+1.81% 5 years-21.23%
1 year-2.74% Since inception-19.36%
Data through --

Peer Comparisonvs. Equity energy

Performance 5-yr return-21.23%-4.71%
Expense ratio2.67%1.46%
Risk 5 year sharpe ratio-0.82-0.08
Net assets$58.9M$660.3M
Average market cap$16.8B$28.1B
Average P/E--26.7
Portfolio turnover64%64%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureJerry Swank / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock53.79%
International stock35.50%
Fixed income7.21%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RDSA Royal Dutch Shell7.55%
PXD Pioneer Natural Resources Co5.70%
ETP Energy Transfer Partners LP5.57%
GMLP Golar LNG Partners LP4.90%
GLOP GasLog Partners LP4.86%
BP BP4.81%
TRGP Targa Resources Corp4.79%
CVX Chevron4.25%
STO Statoil4.06%
TOT Total4.02%