CSHNX Mutual Fund Analysis & Holdings | MarketXLS

CSHNX Mutual Fund

NAV$12.91

AUM$3M

TER1.46%

Holdings24

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CSHNX Mutual Fund

NAV$12.91

NYLI Cushing MLP Premier Fund Investor Class

AUM$3M

TER1.46%

Holdings24

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CSHNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSHNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSHNX Mutual Fund Overlap Analysis

CSHNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CSHNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, CSHNX may share significant positions with broad-market funds.

CSHNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSHNX tax-loss harvesting finds highly correlated but non-identical funds.