The Cushing MLP Funds
Past performance does not guarantee future results. Index performance is not illustrative of fund performance. An investment cannot be made directly in an index. The Cushing® MLP Premier Fund is new and does not have a performance history. Fund performance can be obtained, once available, by calling 877-965-7386.
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Current Income Opportunity
The Cushing® MLP Premier Fund invests in energy infrastructure Master Limited Partnerships (MLPs) that we believe may offer stability, relatively high quarterly dividends, and significant tax benefits. The Fund focuses on MLP companies with strong fundamentals, high distribution growth and superior competitive position.
Cushing® MLP Asset Management's comprehensive “bottom-up” fundamental research and analysis inform stock selection. Experience, insight and strong industry relationships enable us to anticipate market trends and adapt to changing economic conditions. The Cushing® MLP Premier Fund is a smart option for serious MLP investors.
Index Descriptions: The Cushing MLP HIgh Income Index is a tiered, equally weighted index that incorporates a broader base of higher yielding MLPs. The Cushing 30 MLP Index is a total return, equal-weighting index of the 30 most stable and widely held energy infrastructure MLPs. THe PHLX Utility Index is teh Philadelphia Stock Exchange's utility sector total return index which includes communication services, electrical power providers and natural gas distributors.The Merrill Lynch High Yield Bond Index is an unmanaged index that tracks the performance of below-investment-grade U.S. dollar-denominated corporate bonds. The Merrill Lynch BBB Bond Index is a subset of The BofA Merrill Lynch US Corporate Index including all securities rated BBB1 through BBB3, inclusive. The REIT index is the Dow Jones Equity REIT Total Return Index which includes REITs that directly own all or part of the properties in their portfolios. The 10-Year Treasury index represents The Merrill Lynch 10-year U.S. Treasury Futures Total Return Index which measures the performance of a fully collateralized rolling 10-year U.S. Treasury futures position. One cannot invest directly in an index.
Before you invest, please refer to the Prospectus, the Statement of Additional Information, and the Summary Prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hardcopy of the Statutory Prospectus and/or Summary Prospectus by calling 877-965-7386. The prospectuses should be read carefully before you invest or send money.
The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible. The Fund is nondiversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The fund will invest in Master Limited Partnerships (MLPs) which concentrate investments in the natural resource sector and are subject to the risks of energy prices and demand and the volatility of commodity investments. Damage to facilities and infrastructure of MLPs may significantly affect the value of an investment and may incur environmental costs and liabilities due to the nature of their business. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. MLPs are subject certain risks inherent in the structure of MLPs, including complex tax structure risks, the limited ability for election or removal of management, limited voting rights, potential dependence on parent companies or sponsors for revenues to satisfy obligations, and potential conflicts of interest between partners, members and affiliates.