MainStay Cushing MLP Premier Fund (CSHZX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSHZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSHZX
CSHZX charges 1.20% annually. There are 49 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.00B | Oct 2004 | CSHZX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | CSHZX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | CSHZX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | CSHZX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | CSHZX vs PRNEX |
Best Risk-Adjusted Alternatives to CSHZX
CSHZX has a PortfoliosLab risk / return rank of 77. There are 35 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | CSHZX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | CSHZX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | CSHZX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | CSHZX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | CSHZX vs FRNRX |
Top Performing CSHZX Alternatives (YTD)
CSHZX is at 27.07% YTD. There are 21 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | CSHZX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | CSHZX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | CSHZX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | CSHZX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | CSHZX vs VENAX |
Lowest Volatility Alternatives to CSHZX
CSHZX has 15.01% 1-year volatility. There are 38 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | CSHZX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | CSHZX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | CSHZX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | CSHZX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | CSHZX vs CSUIX |
Lowest Drawdown Alternatives to CSHZX
CSHZX has a 1-year max drawdown of -6.89%. There are 19 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | CSHZX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | CSHZX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | CSHZX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | CSHZX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | CSHZX vs MLPOX |
Other Mutual Funds from New York Life
The 10 most viewed New York Life mutual funds shown here include MLAAX, MSXAX, MHCAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.57% | — | Jul 1995 | CSHZX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 58 | 9.05% | — | Jan 2004 | CSHZX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 79 | 1.49% | — | May 1986 | CSHZX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 96 | 21.42% | — | Dec 2005 | CSHZX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 58 | 9.20% | — | Jan 1991 | CSHZX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 74 | 0.71% | — | Jan 1991 | CSHZX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 53 | 18.63% | — | Dec 1996 | CSHZX vs CRARX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 5 | -3.70% | — | Aug 2006 | CSHZX vs KLGAX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 92 | 17.51% | — | Dec 2008 | CSHZX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 69 | 1.04% | — | May 2004 | CSHZX vs MXFIX |
Often Compared With CSHZX
Investors most often compare CSHZX with MMRIX, RYVIX, MLOZX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Moderate Allocation Fund | Diversified Portfolio | 62 | 6.90% | — | Apr 2005 | CSHZX vs MMRIX | |
| Rydex Energy Services Fund | Energy Equities | 73 | 31.00% | — | Mar 1998 | CSHZX vs RYVIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | — | — | — | Dec 2013 | CSHZX vs MLOZX | |
| NXG Cushing® Midstream Energy Fund | Energy Equities | 58 | 29.04% | — | Aug 2007 | CSHZX vs SRV | |
| Delaware Ivy Energy Fund | Energy Equities | 91 | 15.97% | — | Apr 2006 | CSHZX vs IEYYX | |
| Russell Investments Global Infrastructure Fund | Infrastructure Equities, Energy Equities | 64 | 10.56% | — | Sep 2010 | CSHZX vs RGIYX | |
| GMO Resources Fund | Energy Equities | 82 | 20.94% | — | Dec 2011 | CSHZX vs GOFIX | |
| Rydex Energy Fund | Energy Equities | 77 | 31.71% | — | Apr 1998 | CSHZX vs RYEIX | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 24 | 32.37% | — | Dec 2014 | CSHZX vs MLXIX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 84 | 26.56% | — | Apr 1999 | CSHZX vs ICPAX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | Energy Equities | 85 | 24.52% | — | Sep 2015 | CSHZX vs VLPIX |
Compare CSHZX with Any Fund or Stock
Compare CSHZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSHZX with funds that move differently
MainStay Cushing MLP Premier Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSHZX.
Explore CSHZX Diversifiers