Morningstar

NYLI Cushing® MLP Premier Class I CSHZX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 13.98  /  −0.43 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Energy Limited Partnership
  • Investment Style Mid Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 5.27%
  • Turnover 31%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSHZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI Cushing® MLP Premier Class I 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 CSHZX

More CSHZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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