CHDRX Mutual Fund

NAV$11.67

AUM$924,265.67

TER1.50%

Holdings45

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CHDRX Mutual Fund

NAV$11.67

Cullen High Dividend Equity Fund Class R 1

AUM$924,265.67

TER1.50%

Holdings45

See inside every fund you own

$99/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 CHDRX 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 CHDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CHDRX Mutual Fund Overlap Analysis

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

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

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