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CHDEX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$13.57
Change
+$0.08 (+0.59%)
Net Assets
659.94M

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
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A.I.Advisor
published Highlights

Notable companies

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

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 242.37B. The market cap for tickers in the group ranges from 75.13B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is GD at 75.13B.

Volume

The average weekly volume growth across all stocks in the Cullen High Dividend Equity Retail MF was -9%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 61
Price Growth Rating: 47
SMR Rating: 36
Profit Risk Rating: 31
Seasonality Score: 9 (-100 ... +100)
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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
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CHDEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CHDEX has been closely correlated with VVIAX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHDEX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHDEX
1D Price
Change %
CHDEX100%
+0.59%
VVIAX - CHDEX
75%
Closely correlated
+0.59%
VIVIX - CHDEX
75%
Closely correlated
+0.60%
VIVAX - CHDEX
75%
Closely correlated
+0.59%
DODGX - CHDEX
69%
Closely correlated
+0.19%
DOXGX - CHDEX
69%
Closely correlated
+0.19%
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