CHDPX Mutual Fund

NAV$12.03

Fund Essentials

Net Assets
$542,264.15
Expense Ratio
1.25%
Dividend Yield (Current)
2.00%
Holdings
45
Inception Date
Mar 4, 2010
Fund Family
Cullen Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+14.23%
1 Year+13.60%
3 Year+0.91%
5 Year+4.68%
10 Year+5.73%

Asset Allocation

Stocks: 99.49%
Cash: 0.51%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 45 holdings for CHDPX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.00%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how CHDPX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

CHDPX Mutual Fund Overview

CHDPX Mutual Fund (Cullen High Dividend Equity Fund Class R 2) is managed by Cullen Funds with $542,264.15 in net assets. CHDPX expense ratio is 1.25%, holding 45 positions across various sectors. Inception date: 2010-03-04.

CHDPX performance shows a YTD return of 14.23%. The 1-year return is 13.60% and the 5-year return is 4.68%. CHDPX dividend yield stands at 2.00%, paid monthly.

CHDPX top holdings include a diversified portfolio. View all CHDPX holdings, sector breakdown, or dividend history.

CHDPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CHDPX alternatives are available via the screener, along with tax-loss harvesting opportunities.