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Morningstar

Cullen High Dividend Equity R1 CHDRX

Morningstar Analyst Rating
Quantitative rating as of | See Cullen Funds Investment Hub
  • NAV / 1-Day Return 11.98  /  0.58 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.500%
  • 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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 10:45 PM GMT+00:00

Morningstar’s Analysis CHDRX

Will CHDRX 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 CHDRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CHDRX 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 CHDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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