Morningstar

NYLIM Cushing® MLP Premier Class A CSHAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $13.13  /  +0.61 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.490%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Energy Limited Partnership
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $15,000
  • Investment Status Open
  • TTM Yield 5.90%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis CSHAX

Will CSHAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSHAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM Cushing® MLP Premier Class A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSHAX

More CSHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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