CSHZX Mutual Fund

CSHZX Mutual Fund (NYLI Cushing MLP Premier Fund Institutional Class) is managed by New York Life Investment Management LLC with $415.0M in net assets. CSHZX expense ratio is 1.24%, holding 26 positions across sectors including Energy, Utilities, Real Estate. Inception date: 2010-10-20.

CSHZX performance shows a YTD return of 27.73%. The 1-year return is 27.05% and the 5-year return is 23.19%. CSHZX dividend yield stands at 8.97%, paid monthly.

CSHZX top holdings include Targa Resources Corp Preferred (9.8%), Energy Transfer (9.0%), Williams Cos. Inc. (7.8%), DT Midstream Inc (6.0%), Plains Gp Holdings Lp (5.7%). Go to all CSHZX holdings, CSHZX sectors, or CSHZX dividends.

CSHZX can be compared against other funds. Use CSHZX overlap to find shared positions, or CSHZX vs another fund for a side-by-side view. CSHZX alternatives are available via the screener, along with tax-loss harvesting opportunities.