Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay Cushing Renaissance Advantage Fund (CRZZX)

8.88 +0.05 (+0.59%)
At close: December 17 at 8:00 PM EST

Fund Summary

The investment seeks total return. The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of (i) companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services companies, (ii) energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies that the subadvisor expects to benefit from growing energy production and lower feedstock costs relative to global costs and, (iii) transportation and logistics companies providing solutions to the U.S. manufacturing industry.

MainStay Funds Trust - MainStay Cushing Renaissance Advantage Fund

Mainstay Funds Trust
169 Lackawanna Ave
800-624-6782

Fund Overview

Category Natural Resources
Fund Family MainStay
Net Assets 16.33M
YTD Return -42.14%
Yield 6.00%
Morningstar Rating
Inception Date Apr 02, 2013

Fund Operations

Last Dividend 0.14
Last Cap Gain 0.00
Holdings Turnover 97.00%
Average for Category --

Fees & Expenses

Expense CRZZX Category Average
Annual Report Expense Ratio (net) 1.35% 1.11%
Prospectus Net Expense Ratio 1.35% --
Prospectus Gross Expense Ratio 1.51% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.92%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 462 --
5 Yr Expense Projection 809 --
10 Yr Expense Projection 1,788 --

Management Information

Jerry V. Swank, Lead Manager since April 02, 2013
Jerry V. Swank founded Swank Capital in 2001 and its wholly owned SEC-registered investment adviser in 2003. He has over 40 years of experience in investment management and research analysis. Mr. Swank was formerly President and CEO of John S. Herold, Inc, an oil and gas research/consulting company (now part of IHS Markit). He spent 14 years with CS First Boston, where he was a Director and Southwestern Regional Sales Manager. He worked seven years as a buy-side analyst and portfolio manager. Mr. Swank holds a B.A. in Economics (University of Missouri) and an M.B.A. (University of North Texas). Mr. Swank has served on the boards of John S. Herold Inc., Matador Petroleum and Advantage Acceptance Inc.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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