Cullen Small is trading at 15.21 as of the 9th of February 2026; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 15.25. Cullen Small has less than a 18 % 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. The performance scores are derived for the period starting the 11th of November 2025 and ending today, the 9th of February 2026. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in small-capitalization companies. It may invest up to 30 percent of its assets in securities of companies headquartered outside the United States. The advisor intends to invest in the securities of companies located in developed countries and, to a lesser extent, those located in emerging markets, and the advisor may consider investments in companies in any of the worlds developed or emerging stock markets.. More on Cullen Small Cap
Cullen Small Cap [CUSIX] is traded in USA and was established 9th of February 2026. Cullen Small is listed under Cullen Funds Trust category by Fama And French industry classification. The fund is listed under Small Value category and is part of Cullen Funds Trust family. This fund currently has accumulated 9.53 M in assets under management (AUM) with minimum initial investment of 1000 K. Cullen Small Cap is currently producing year-to-date (YTD) return of 6.73% with the current yeild of 0.01%, while the total return for the last 3 years was 3.12%.
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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 Small Cap 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.
The fund holds 99.66% of assets under management (AUM) in equities. Cullen Small Cap last dividend was 0.02 per share. Large For more info on Cullen Small Cap please contact the company at 877-485-8586.
Cullen Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Cullen Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Cullen bonds can be classified according to their maturity, which is the date when Cullen Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Cullen Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Cullen Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Cullen Small's time-series forecasting models are one of many Cullen Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Cullen Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Cullen Mutual Fund
Cullen Small 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 Small security.