CHDRX Mutual Fund

NAV$11.67

Fund Essentials

Net Assets
$924,265.67
Expense Ratio
1.50%
Dividend Yield (Current)
2.24%
Holdings
45
Inception Date
Mar 3, 2010
Fund Family
Cullen Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+13.99%
1 Year+13.33%
3 Year+0.67%
5 Year+4.44%
10 Year+5.57%

Asset Allocation

Stocks: 99.49%
Cash: 0.51%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.24%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how CHDRX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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CHDRX Mutual Fund Overview

CHDRX Mutual Fund (Cullen High Dividend Equity Fund Class R 1) is managed by Cullen Funds with $924,265.67 in net assets. CHDRX expense ratio is 1.50%, holding 45 positions across various sectors. Inception date: 2010-03-03.

CHDRX performance shows a YTD return of 13.99%. The 1-year return is 13.33% and the 5-year return is 4.44%. CHDRX dividend yield stands at 2.24%, paid monthly.

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

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