Advertisement
Skip to Content

Cullen High Dividend Equity Retail CHDEX

Quantitative rating as of | See Cullen Funds Investment Hub
  • NAV / 1-Day Return 15.20  /  0.65 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.08%
  • Turnover 16%

Morningstar’s Analysis CHDEX

Will CHDEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Cullen High Dividend Equity Retail's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor