Cshzx fund fact sheet

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August undefined, 2024

WebFund overview (as of 12/31/22) Fund objective The fund seeks federal tax-exempt current income and taxable capital appreciation. Portfolio managers Mark Paris, Jack Connelly, Jim D. Phillips, John Schorle, Timothy O'Reilly, Julius Williams Total net assets Morningstar category High Yield Muni 30 Day SEC yield 3.64% (Class A Shares) WebWashington Mutual Investors Fund (Class A Fund 1 AWSHX) seeks to produce income and provide an opportunity for growth of principal consistent with sound common stock investing. ... Quarterly Fund Fact Sheet (PDF) 01/23. Quarterly Attribution Report (PDF) 01/23. Single Sheet (PDF) 11/22. Summary Prospectus (PDF) 07/22.

MainStay Cushing® MLP Premier Investor (CSHNX) - YCharts

WebBeta measures a fund’s volatility in comparison to the market as a whole. A beta of 1.00 indicates a fund has been exactly as volatile as the market. P/E ratio is the number by which earnings per share is multiplied to estimate a stock's value. Sharpe ratio measures the fund’s excess return compared to a risk-free investment. The WebA globally diversified multi-asset approach to building income. Aims to prudently produce a growing stream of income and current income that exceeds the average yield paid by U.S. companies in general, an approach that may have the potential to generate equity-like returns with relatively less volatility than global markets. This flexible equity-income fund … crystal lightning measurements

2024 Invesco Short Duration High Yield Municipal Fund

WebFeb 28, 2024 · Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet ... WebPlease consider the investment objectives, risks, charges and expenses of any U.S. Registered open-end fund carefully before investing. A summary prospectus and prospectus containing this and other information may be obtained by calling 1-800-330-7348 or visiting the applicable fund page on this site. WebFeb 28, 2024 · StyleMap ® depictions of mutual fund characteristics are produced using data and calculations provided by Morningstar, Inc. StyleMaps SM estimate … dwp admin officer interview questions

MainStay Cushing MLP Premier Fund Fact Sheet

WebThe 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 … WebApr 6, 2024 · 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 li mited … dwp admin officerWebAbout CSHZX. 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 ... dwp advanced payments

"WebMar 30, 2024 · MainStay Cushing® MLP Premier Fund Inst (CSHZX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date and Seeking Alpha Premium dividend score. " - Cshzx fund fact sheet

Cshzx fund fact sheet

Mainstay Cushing Mlp Premier Fund, Class I: (MF: CSHZX)

WebFeb 28, 2024 · CSHZX: MainStay Cushing MLP Premier Fund, Class I - Fund Performance Chart. Get the lastest Fund Performance for MainStay Cushing MLP Premier Fund, … WebSep 3, 2024 · One of the most important parts of a fund factsheet is the “investment objective”. This explains what the fund manager plans to do, in terms of targeting capital gains or income. Here you are ...

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WebMar 31, 2024 · Alerian MLP Index is an unmanaged, capped, float-adjusted, capitalization-weighted index and a leading gauge of energy MLPs. Alerian U.S. Midstream Energy … WebFund Characteristics Fund Benchmark Total Net Assets $4.10 Billion Number of Holdings 42 1,656 Average Market Cap (Millions USD) $102,422 $658,564 Price to Book 6.35x 8.40x Price to Earnings (12-Month Trailing) 23.15x 24.46x Risk Statistics (3-Year—Class A) Fund Benchmark Beta 0.81 — R-Squared 0.78 — Sharpe Ratio 0.01 0.38

WebFeb 28, 2024 · The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSHZX’s performance objective and investment process is for both security … Web2 % of net assets represents the Fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds.Allocations subject to change. Price to Earnings Ratio: The price-to-earnings ratio is used to assess a company's valuation. To compute this ratio, the latest closing price is divided by the …

WebSector Weightings (%) Sector (s) CSHZX. Basic Materials 0.00%. Consumer Cyclical 0.00%. Financial Services 0.00%. Real Estate 0.00%. Consumer Defensive 0.00%. Healthcare …

Webfunds). The Fund's adviser has contractually agreed to waive fees and/or reimburse expenses in an amount sufficient to offset the fees and expenses of the affiliated money market funds incurred by the Fund because of the Fund's investment in such money market funds. This waiver is in effect through 6/30/2024, at which time the adviser and/or

WebFeb 28, 2024 · Review the latest Morningstar rating and analysis on the MainStay Cushing® MLP Premier I fund to determine if it is the right investment decision for your goals. dwp advancedWebApr 6, 2024 · 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 … crystal light natural pink lemonadeWebApr 11, 2024 · 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. ... Mutual Fund: Oldest Share Symbol: CSHZX: Equity Style: Mid Cap/Value: Fixed Income Style--Broad Asset Class: Sector … crystal light net carbsWeb2 % of net assets represents the Fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds.Allocations … dwp advanced customer supportWebThe fund will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. ... Quarterly Fund Fact Sheet (PDF) 02/23. Summary Prospectus (PDF) 01/23. Prospectus (PDF) 01/23. Statement of additional … crystal lightning actressWebFeb 25, 2024 · CSHZX: MainStay Cushing MLP Premier Fund, Class I - Class Information. Get the lastest Class Information for MainStay Cushing MLP Premier Fund, Class I from Zacks Investment Research crystal light mocktailsWebThe Fund invests in midstream energy companies . and MLPs to provide income and growth potential. Dynamic investment process. ... CSHZX . All data as of 12/31/22 . … crystal lightning wand