The Cushing® MLP Premier Fund

Scorecard
4 / 5 Stars
Lipper
1 2 5 2 1
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

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%
1 Year 12.6%
3 Years (Annualized) 8.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
The Cushing® MLP Premier Fund has an expense ratio of 1.65 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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