CSHZX – NYLIM Cushing® MLP Premier Class I Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital appreciation. The fund, under normal market conditions, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of master limited partnerships ("MLPs") 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. The fund may invest in companies of any market capitalization size. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CSHZX	NYLIM Cushing® MLP Premier Class I	Institutional	Open			Oct 20, 2010	$613.11M	1.240%	High	$1M	−$42.45M
CSHAX	NYLIM Cushing® MLP Premier Class A	Front Load	Open			Oct 20, 2010	$452.83M	1.490%	High	$15,000	−$28.53M
CSHNX	NYLIM Cushing® MLP Premier Investor Class	Front Load	Open			Jul 11, 2014	$2.19M	1.460%	Above Average	$2,500	−$607,707.17
CSHCX	NYLIM Cushing® MLP Premier Class C	Level Load	Open			Oct 20, 2010	$154.74M	2.210%	Above Average	$2,500	−$38.95M

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