Cullen Enhanced Equity Fund Quote
| ENHNX Fund | USD 11.14 0.01 0.09% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Cullen Enhanced is trading at 11.14 as of the 1st of December 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.13. Cullen Enhanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Cullen Enhanced Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in dividend paying common stocks of medium-capitalization companies and large-capitalization companies . It may invest up to 30 percent of its assets in foreign securities. More on Cullen Enhanced Equity
Moving together with Cullen Mutual Fund
| 0.85 | CUSIX | Cullen Small Cap | PairCorr |
| 0.85 | CUSCX | Cullen Small Cap | PairCorr |
| 0.85 | CUSRX | Cullen Small Cap | PairCorr |
| 0.94 | CVLVX | Cullen Value | PairCorr |
| 0.94 | CVLFX | Cullen Value | PairCorr |
| 0.94 | CVLEX | Cullen Value | PairCorr |
Moving against Cullen Mutual Fund
Cullen Mutual Fund Highlights
| Fund Concentration | Cullen Funds Trust Funds, Large Value Funds, Derivative Income Funds, Derivative Income, Cullen Funds Trust (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Cullen Enhanced Equity [ENHNX] is traded in USA and was established 1st of December 2024. Cullen Enhanced is listed under Cullen Funds Trust category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Cullen Funds Trust family. This fund currently has accumulated 232.49 M in assets under management (AUM) with minimum initial investment of 1000 K. Cullen Enhanced Equity is currently producing year-to-date (YTD) return of 13.59% with the current yeild of 0.06%, while the total return for the last 3 years was 5.96%.
Check Cullen Enhanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cullen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cullen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cullen Enhanced Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cullen Enhanced Equity Mutual Fund Constituents
| TFC | Truist Financial Corp | Stock | Financials | |
| COP | ConocoPhillips | Stock | Energy | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PPL | PPL Corporation | Stock | Utilities | |
| GPC | Genuine Parts Co | Stock | Consumer Discretionary | |
| GE | GE Aerospace | Stock | Industrials | |
| TRV | The Travelers Companies | Stock | Financials |
Cullen Enhanced Equity Risk Profiles
| Mean Deviation | 0.4177 | |||
| Semi Deviation | 0.4212 | |||
| Standard Deviation | 0.5356 | |||
| Variance | 0.2869 |
Cullen Enhanced Against Markets
Other Information on Investing in Cullen Mutual Fund
Cullen Enhanced financial ratios help investors to determine whether Cullen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cullen with respect to the benefits of owning Cullen Enhanced security.
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