About CSHAX
The NYLI Cushing MLP Premier Fund Class A is a mutual fund focused on generating current income and capital appreciation through investments in midstream energy Master Limited Partnerships (MLPs). Managed by Cushing Asset Management, the fund typically allocates at least 80% of its assets to companies that transport, store, and process oil, natural gas, and related products. Its approach leverages detailed bottom-up fundamental research, allowing for adaptability to changing energy market dynamics while managing risk effectively. The fund’s holdings are concentrated in the energy sector, with notable investments in leading midstream operators such as Energy Transfer LP, Targa Resources Corp, and Cheniere Energy Inc. Distributions to shareholders are a central objective, and the fund seeks to pay regular cash distributions regardless of their tax character. The NYLI Cushing MLP Premier Fund Class A plays a significant role for investors seeking energy infrastructure exposure and consistent income, reflecting its importance in portfolios wanting to tap into North America’s energy supply chain and related growth opportunities.
Fund Family New York Life Investment Management LLC
Category Energy Limited Partnership
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CSHAX
Share Class Class A
Index Index is not available on Lipper Database
CSHAX had a total return of 33.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.71%.
