Cullen Small Cap Value Fund Retail Class (CUSRX) Research
The fund primarily targets small-capitalization companies, committing at least 80% of its net assets—including any funds acquired through borrowing—to these businesses. Up to 30% of its holdings may consist of securities issued by companies based outside the United States. The advisor's strategy generally favors companies operating in developed nations, while also allowing for more limited exposure to emerging markets. The investment team remains open to opportunities across any developed or emerging stock market worldwide.
Market snapshot
- Symbol
- CUSRX
- Price
- $14.06
- Day change
- +1.59%
- Market cap
- $9.2M
- 52-week range
- 12.22-15.11
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Allspring LT Large Core ETF (ALRG)
- Innovator Emerging Markets 10 Buffer ETF (EBUF)
- Glenmede Women in Leadership US Eq (GWILX)
- Hennessy Energy Transition Fund Investor Class (HNRGX)
- Bitwise Funds Trust (ICOI)
- Domini International Opportunities Fund Investor Shares (RISEX)
- Rydex Banking Inv (RYKIX)
- Rydex Telecommunications Inv (RYMIX)
Open Cullen Small Cap Value Fund Retail Class (CUSRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.