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Morningstar

Cullen Small Cap Value I CUSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Cullen Funds Investment Hub

Morningstar’s Analysis CUSIX

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

  • People Pillar

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

Cullen Small Cap Value I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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