Cullen High Dividend Equity R1's Average People Pillar and Process 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 most expensive quintile among peers.
- NAV / 1-Day Return 11.98 / 0.58 %
- Total Assets 1.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.92%
- Turnover 16%
Morningstar’s Analysis CHDRX
Will CHDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.