Cullen Enhanced Equity Fund Quote

ENHRX Fund  USD 10.74  0.09  0.85%   

Performance

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Odds Of Distress

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Cullen Enhanced is trading at 10.74 as of the 1st of March 2025; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 10.65. Cullen Enhanced has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 1st of March 2025. 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

  0.89CVLVX Cullen ValuePairCorr
  0.88CVLFX Cullen ValuePairCorr
  0.88CVLEX Cullen ValuePairCorr

Cullen Mutual Fund Highlights

Fund ConcentrationCullen Funds Trust Funds, Large Value Funds, Derivative Income Funds, Derivative Income, Cullen Funds Trust (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Cullen Enhanced Equity [ENHRX] is traded in USA and was established 1st of March 2025. 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 no minimum investment requirementsCullen Enhanced Equity is currently producing year-to-date (YTD) return of 4.72% with the current yeild of 0.06%, while the total return for the last 3 years was 4.05%.
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

JNJJohnson JohnsonStockHealth Care
PPLPPL CorporationStockUtilities
COPConocoPhillipsStockEnergy
XOMExxon Mobil CorpStockEnergy
WELLWelltowerStockReal Estate
ETNEaton PLCStockIndustrials
GLWCorning IncorporatedStockInformation Technology
STISolidion TechnologyStockIndustrials
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Cullen Enhanced Equity Risk Profiles

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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