Cullen Value is trading at 14.75 as of the 28th of November 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 14.74. Cullen Value has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Cullen Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in common stocks of companies across all market capitalizations. It may invest up to 30 percent of its assets in foreign securities, including up to 10 percent of its assets in securities of emerging market issuers. More on Cullen Value Fund
Cullen Value Fund [CVLFX] is traded in USA and was established 28th of November 2024. Cullen Value is listed under Cullen Funds Trust category by Fama And French industry classification. The fund is listed under Large Value category and is part of Cullen Funds Trust family. This fund currently has accumulated 22.42 M in assets under management (AUM) with no minimum investment requirementsCullen Value is currently producing year-to-date (YTD) return of 15.04% with the current yeild of 0.01%, while the total return for the last 3 years was 4.33%.
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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 Value Fund 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.
Other Information on Investing in Cullen Mutual Fund
Cullen Value 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 Value security.