Advertisement
Skip to Content
Morningstar

MainStay Cushing® MLP Premier C CSHCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.05  /  1.32 %
  • Total Assets 742.4 Mil
  • Adj. Expense Ratio
    2.370%
  • Expense Ratio 2.390%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 11.31%
  • Turnover 28%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis CSHCX

Will CSHCX 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 CSHCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSHCX 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 CSHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Weakness in MainStay Cushing® MLP Premier C'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 highest quintile among peers.

Unlock our full analysis with Morningstar Investor