| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 102 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Cullen Funds Trust funds
Performance
The fund has returned 14.37 percent over the past year, 8.21 percent over the past three years, and -1.81 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.3% |
| 1 Year | 14.4% |
| 3 Years (Annualized) | 8.2% |
| 5 Years (Annualized) | -1.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and long-term capital appreciation; current income is a primary objective and capital appreciation is a secondary objective. The fund invests at least 80% of its net assets in high dividend paying common stocks of medium- and large-capitalization companies headquartered outside the United States and in American Depositary Receipts ("ADRs"). As a point of comparison, a high dividend paying common stock that the International High Dividend fund would invest in would generally have a dividend yield greater than the average dividend yield of the equity securities in the MSCI EAFE Stock Index.
Fees
Fees are Above Average compared to funds in the same category.
Cullen International High Dividend Fund has an expense ratio of 1.00 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
