The Cushing® Renaissance Advantage Fund

U.S. News evaluated 40 Natural Resources 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

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a high total return. The fund invests at least 80% of its assets in (i) companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies as well as oil and gas services companies, and (ii) energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies that the Investment Adviser expects to benefit from growing energy production and lower feedstock costs relative to global costs and, (iii) transportation and logistics companies providing solutions to the U.S. manufacturing industry. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
The Cushing® Renaissance Advantage Fund has an expense ratio of 1.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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