4 / 5 Stars
1 2 5 2 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 49 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.60 percent over the past year, and 8.11 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.3%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to produce current income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of master limited partnership ("MLP") investments. Under normal market conditions, it invests at least 80% of its net assets (plus borrowings for investment purposes) in MLP investments. The fund focuses primarily on midstream MLPs ("Midstream MLPs") whose business models are often referred to as "toll road" businesses. It is non-diversified.
Fees are Above Average compared to funds in the same category.
The Cushing® MLP Premier Fund has an expense ratio of 1.65 percent.
Risk is Low compared to funds in the same category according to Morningstar.