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Morningstar

Cullen High Dividend Equity Retail CHDEX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Cullen Funds Investment Hub

Morningstar’s Analysis CHDEX

Will CHDEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHDEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CHDEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CHDEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Cullen High Dividend Equity Retail's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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