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Morningstar

MainStay Cushing® MLP Premier C CSHCX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 7.61  /  +0.53 %
  • Total Assets 839.5 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.230%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 9.93%
  • Turnover 20%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:06 PM GMT+0

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.

Weakness in MainStay Cushing ® MLP Premier C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSHCX

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

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Cheniere Energy Inc

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Plains GP Holdings LP Class A

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ONEOK Inc

6.53 49.4 Mil
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Equitrans Midstream Corp

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Kinder Morgan Inc Class P

5.37 40.6 Mil
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Pembina Pipeline Corp

4.87 36.8 Mil
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Williams Companies Inc

4.70 35.5 Mil
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Enterprise Products Partners LP

4.50 34.0 Mil
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