Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Cullen Funds Mutual Funds
View all of Cullen Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Cullen Funds Mutual Funds List
1 to 19 of 19 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund Retail Class | CEMDX | Diversified Emerging Markets | 11.16% | 61 | 1.250% | Above Average | No Load | $1,000 | ||
| Cullen Emerging Markets High Dividend Fund Class R6 | CEMEX | Diversified Emerging Markets | 11.45% | 59 | 0.900% | Below Average | Retirement, Large | $0 | ||
| Cullen Emerging Markets High Dividend Fund Class I | CEMFX | Diversified Emerging Markets | 11.32% | 60 | 1.000% | Average | Institutional | $1M | ||
| Cullen Emerging Markets High Dividend Fund Class C | CEMGX | Diversified Emerging Markets | 10.37% | 64 | 2.000% | Below Average | Level Load | $1,000 | ||
| Cullen Value Fund Retail Class | CVLEX | Large Value | 18.31% | 49 | 1.000% | Above Average | No Load | $1,000 | ||
| Cullen Value Fund Class I | CVLVX | Large Value | 18.56% | 47 | 0.750% | Above Average | Institutional | $1M | ||
| Cullen International High Dividend Fund Retail Class | CIHDX | Foreign Large Value | 11.52% | 76 | 1.250% | High | No Load | $1,000 | ||
| Cullen High Dividend Equity Fund Class Institutional | CHDVX | Large Value | 16.29% | 63 | 0.750% | Above Average | Institutional | $1M | ||
| Cullen High Dividend Equity Fund Class C | CHVCX | Large Value | 15.23% | 71 | 1.750% | Average | Level Load | $1,000 | ||
| Cullen International High Dividend Fund Class Institutional | CIHIX | Foreign Large Value | 11.82% | 73 | 1.000% | High | Institutional | $1M | ||
| Cullen Value Fund Class C | CVLFX | Large Value | 17.50% | 54 | 1.750% | Average | Level Load | $1,000 | ||
| Cullen Enhanced Equity Income Fund Retail Class | ENHRX | Derivative Income - Diversified | 15.19% | 11 | 1.000% | Low | No Load | $1,000 | ||
| Cullen High Dividend Equity Fund Retail Class | CHDEX | Large Value | 16.00% | 66 | 1.000% | Above Average | No Load | $1,000 | ||
| Cullen Enhanced Equity Income Fund Class C | ENHCX | Derivative Income - Diversified | 14.44% | 15 | 1.750% | Below Average | Level Load | $1,000 | ||
| Cullen Enhanced Equity Income Fund Class I | ENHNX | Derivative Income - Diversified | 15.38% | 8 | 0.750% | Below Average | Institutional | $1M | ||
| Cullen International High Dividend Fund Class C | CIHCX | Foreign Large Value | 10.93% | 81 | 2.000% | Above Average | Level Load | $1,000 | ||
| Cullen Small Cap Value Fund Class Retail Class | CUSRX | Small Value | 2.99% | 99 | 1.250% | Above Average | No Load | $1,000 | ||
| Cullen Small Cap Value Fund Class I | CUSIX | Small Value | 3.29% | 98 | 1.000% | Above Average | Institutional | $1M | ||
| Cullen Small Cap Value Fund Class C | CUSCX | Small Value | 2.37% | 100 | 2.000% | Average | Level Load | $1,000 |
Cullen Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States