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Morningstar

MainStay Cushing® MLP Premier A CSHAX

Morningstar Analyst Rating
Quantitative rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 8.50  /  0.70 %
  • Total Assets 742.1 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 8.80%
  • Turnover 28%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:23 PM GMT+00:00

Morningstar’s Analysis CSHAX

Will CSHAX outperform in 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.

Summary

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Weakness in MainStay Cushing® MLP Premier A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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