Cullen Value Fund

U.S. News evaluated 326 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

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 26.29 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 26.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more CVLVX performance

Summary

The investment seeks long-term capital appreciation and current income; capital appreciation is a primary objective and current income is a secondary objective. The fund invests at least 80% of its net assets in common stocks of companies across all market capitalizations. It may invest up to 30% of its assets in foreign securities, including up to 10% of its assets in securities of emerging market issuers. The fund generally invests substantially all of its assets in common stocks and ADRs but can invest in other equity securities.

Fees

Fees are Low compared to funds in the same category.
Cullen Value Fund has an expense ratio of 0.75 percent.

See more CVLVX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more CVLVX risk

See Also:

Top Cullen Funds Trust Funds