CHDVX Rating, Research - Cullen High Dividend Equity I

Cullen High Dividend Equity I (chdvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 82

Threats + Weaknesses = 56

When strengths & opportunities substantially exceed threats & weaknesses an investment in the chdvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Cullen High Dividend Equity I (CHDVX) Description: CHDVX is a mutual fund, which is an investment that owns a basket of assets. The CHDVX mutual fund was provided by Cullen and this investment vehicle derives the majority of its value from equity holdings (stocks). Cullens mutual fund has a medium management tenure and is in the average fund size classification. CHDVXs minimum initial investment amount is $1000000 while the IRA minimum is $0. CHDVXs expense ratio is roughly 1%. The latest CHDVXs front end load was 0% and the back end load was 0%. The Cullen High Dividend Equity I (CHDVX) mutual fund falls under the large-cap value category. CHDVX focuses its investments in USA and CHDVX is not affiliated with a particular industry or fund sector. The Cullen High Dividend Equity I (CHDVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CHDVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CHDVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income consistent with capital growth. The fund invests primarily in a portfolio of common stocks (see stock research) that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by Wellington Management. It normally invests at least 65% of assets in dividend paying equity securities (see equity research). The fund may invest up to 20% of assets in securities of foreign issuers and non-dollar securities.

Management Analysis Update

Cullen High Dividend Equity I's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update