CHDPX Mutual Fund Analysis & Holdings | MarketXLS

CHDPX Mutual Fund

NAV$12.03

AUM$542,264.15

TER1.25%

Holdings45

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CHDPX Mutual Fund

NAV$12.03

Cullen High Dividend Equity Fund Class R 2

AUM$542,264.15

TER1.25%

Holdings45

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CHDPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CHDPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CHDPX Mutual Fund Overlap Analysis

CHDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CHDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, CHDPX may share significant positions with broad-market funds.

CHDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CHDPX tax-loss harvesting finds highly correlated but non-identical funds.