CSHZX - MainStay Cushing MLP Premier Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

MainStay Cushing MLP Premier Fund

Parsippany NJ 07054

169 Lackawanna Ave

Mainstay Funds Trust

800 624 6782
Management Information
,Lead Manager since January 5, 2020
John Musgrave has worked as an investment analyst in the energy industry since 2004. Mr. Musgrave previously worked in Citigroup’s investment banking division where he focused on corporate finance and mergers & acquisitions in a wide range of industries, including energy MLPs. He also worked as an analyst for UBS Investment Bank’s Global Energy Group. Mr. Musgrave joined Cushing Asset Management in 2007, and his roles include research and portfolio management for the firm’s MLP-related funds. Mr. Musgrave received his B.B.A. in Finance from Texas A&M University.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryEnergy Limited Partnership
Fund FamilyNew York Life Investment Management LLC
Net Assets705.34M
YTD Return1.21%
Morningstar Rating★★★
Inception DateOct 19, 2010

Fund Operations

Last Dividend0.25
Last Cap Gain12.00
Holdings Turnover32.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCSHZXCategory Average
Annual Report Expense Ratio (net)1.20%1.56%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.44%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A