MENU
+Compare
CHDEX
Mutual Fund ticker: NASDAQ
AS OF
Oct 16 closing price
Price
$14.33
Change
-$0.11 (-0.76%)
Net Assets
668.79M

CHDEX Cullen High Dividend Equity Retail Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation and current income... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), Morgan Stanley (NYSE:MS), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW), Comcast Corp (NASDAQ:CMCSA).

Industry description

The investment seeks long-term capital appreciation and current income. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in dividend paying common stocks of medium-capitalization companies and large-capitalization companies. As a point of comparison, a high dividend common stock that the fund would invest in would generally have a dividend yield greater than the average dividend yield of the equity securities in the S&P 500® Index. It may invest up to 30% of its assets in foreign securities.

Market Cap

The average market capitalization across the Cullen High Dividend Equity Retail MF is 273.74B. The market cap for tickers in the group ranges from 88.93B to 812.69B. JPM holds the highest valuation in this group at 812.69B. The lowest valued company is GD at 88.93B.

Volume

The average weekly volume growth across all stocks in the Cullen High Dividend Equity Retail MF was 15%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 57
Price Growth Rating: 45
SMR Rating: 100
Profit Risk Rating: 30
Seasonality Score: 31 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Cullen Funds Trust645 Fifth AveNew York
Phone
+1 8005826757
Web
www.cullenfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JPMB40.450.09
+0.22%
JPMorgan USD Emerging Mkts Svr Bd ETF
LFAX163.06N/A
N/A
LifeX 2061 Longevity Income ETF
VOTE77.75-0.52
-0.67%
TCW Transform 500 ETF
RSPD55.96-0.46
-0.82%
Invesco S&P 500® Equal Wt Cnsm Disc ETF
IJH64.34-0.80
-1.23%
iShares Core S&P Mid-Cap ETF

CHDEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CHDEX has been closely correlated with FFFMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHDEX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHDEX
1D Price
Change %
CHDEX100%
N/A
FFFMX - CHDEX
83%
Closely correlated
-0.67%
FFMMX - CHDEX
82%
Closely correlated
-0.66%
FWMIX - CHDEX
80%
Closely correlated
-0.98%
VIVIX - CHDEX
73%
Closely correlated
N/A
VIVAX - CHDEX
73%
Closely correlated
N/A
More