Mainstay Cushing Mlp Fund Quote
CSHZX Fund | USD 13.09 0.12 0.93% |
Performance23 of 100
| Odds Of DistressLess than 14
|
Mainstay Cushing is trading at 13.09 as of the 27th of November 2024; that is 0.93 percent increase since the beginning of the trading day. The fund's open price was 12.97. Mainstay Cushing has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Mainstay Cushing Mlp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent of its assets in a portfolio of master limited partnerships and MLP-related investments. MLPs are generally treated as partnerships for U.S. federal income tax purposes and are generally organized under state law as limited partnerships or limited liability companies. More on Mainstay Cushing Mlp
Moving together with Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
Fund Concentration | New York Life Investment Management LLC Funds, Large Funds, Energy Limited Partnership Funds, Energy Limited Partnership, New York Life Investment Management LLC (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 30th of March 2023 |
Fiscal Year End | November |
Mainstay Cushing Mlp [CSHZX] is traded in USA and was established 27th of November 2024. Mainstay Cushing is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Energy Limited Partnership category and is part of New York Life Investment Management LLC family. This fund currently has accumulated 715.44 M in assets under management (AUM) with minimum initial investment of 1000 K. Mainstay Cushing Mlp is currently producing year-to-date (YTD) return of 48.39% with the current yeild of 0.06%, while the total return for the last 3 years was 26.61%.
Check Mainstay Cushing Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Cushing Mlp Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mainstay Cushing Mlp Mutual Fund Constituents
WES | Western Midstream Partners | Stock | Energy | |
DCP | DCP Midstream LP | Stock | Energy | |
WMB | Williams Companies | Stock | Energy | |
TRGP | Targa Resources | Stock | Energy | |
PAGP | Plains GP Holdings | Stock | Energy | |
PAA | Plains All American | Stock | Energy | |
OKE | ONEOK Inc | Stock | Energy | |
NGL | NGL Energy Partners | Stock | Energy |
Mainstay Cushing Mlp Risk Profiles
Mean Deviation | 0.7215 | |||
Semi Deviation | 0.4525 | |||
Standard Deviation | 0.9135 | |||
Variance | 0.8344 |
Mainstay Cushing Against Markets
Other Information on Investing in Mainstay Mutual Fund
Mainstay Cushing financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Cushing security.
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