NYLI Cushing® MLP Premier Fund
Shareclass
NYLI Cushing® MLP Premier Class I (CSHZX)
Type
Open-end mutual fund
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NYLI Cushing® MLP Premier Fund CSHZX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Enbridge Inc1.18% of assets$13.29M invested
- 2. Vistra Corp0.54% of assets$6.11M invested
- 3. TC Energy Corp5.01% of assets$56.65M invested
- 4. Marathon Petroleum Corp1.1% of assets$12.38M invested
- 5. Constellation Energy Corp0.48% of assets$5.44M invested
- 6. ONEOK Inc7.37% of assets$83.34M invested
- 7. Williams Companies Inc5.13% of assets$57.97M invested
- 8. Phillips 661.42% of assets$16.05M invested
- 9. Kinder Morgan Inc Class P5.3% of assets$59.91M invested
- 10. Pembina Pipeline Corp4.82% of assets$54.44M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Talen Energy Corp Ordinary Shares New0.62% of assets$6.99M invested
- 2. Hess Midstream LP Class A4.86% of assets$54.98M invested
- 3. South Bow Corp0.45% of assets$5.1M invested
- 4. Antero Midstream Corp0.94% of assets$10.62M invested
- 5. Kinetik Holdings Inc1.77% of assets$20M invested
- 6. Clearway Energy Inc Class C1.07% of assets$12.11M invested
- 7. Cheniere Energy Inc8.6% of assets$97.19M invested
- 8. Targa Resources Corp9.05% of assets$102.24M invested
- 9. DT Midstream Inc Ordinary Shares4.52% of assets$51.13M invested
- 10. Keyera Corp1.68% of assets$19.02M invested
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Financial performance
Performance data provided by
Find more financial data on CSHZX at Morningstar.com
Find more financial data on CSHZX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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