Cullen High Dividend Equity Fund Retail Class (CHDEX) Research
The Cullen High Dividend Equity Fund Retail Class aims to deliver both long-term capital appreciation and a consistent stream of current income to its investors. To achieve these objectives, it primarily allocates a minimum of 80% of its net assets—including any funds borrowed for investment—to dividend-paying equities from medium and large-capitalization companies. A distinguishing characteristic of the high-dividend stocks the fund selects is that their yield generally exceeds the average dividend yield of securities within the S&P 500® Index. Additionally, the fund has the option to invest up to 30% of its total assets in international securities.
Market snapshot
- Symbol
- CHDEX
- Price
- $14.12
- Day change
- -0.42%
- Market cap
- $649.0M
- 52-week range
- 13.01-14.92
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Applied Finance Select Fund Investor Class (AFVLX)
- Allspring Large Cap Core Fund - Class R6 (EGORX)
- Allspring Precious Metals Fund Class A (EKWAX)
- AMG GW&K Small Cap Core Fund Class I (GWEIX)
- BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
- BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)
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