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Cullen Small Cap Value C (CUSCX)

9.63
+0.05
+(0.52%)
At close: 8:00:27 PM EDT
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  • Previous Close 9.58
  • YTD Return -9.05%
  • Expense Ratio 2.00%
  • Category Small Value
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.05M
  • Beta (5Y Monthly) 1.03
  • Yield 0.46%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.07
  • Inception Date Oct 1, 2009

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in small-capitalization companies. It may invest up to 30% of its assets in securities of companies headquartered outside the United States. The advisor intends to invest in the securities of companies located in developed countries and, to a lesser extent, those located in emerging markets, and the advisor may consider investments in companies in any of the world's developed or emerging stock markets.

Cullen Funds Trust

Fund Family

Small Value

Fund Category

10.05M

Net Assets

2009-10-01

Inception Date

Performance Overview: CUSCX

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Trailing returns as of 4/14/2025. Category is Small Value.

YTD Return

CUSCX
9.05%
Category
26.79%
 

1-Year Return

CUSCX
9.06%
Category
71.02%
 

3-Year Return

CUSCX
1.66%
Category
9.35%
 

5-Year Return

CUSCX
15.62%
Category
12.17%
 

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Holdings: CUSCX

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Sector Weightings

SectorCUSCX
Real Estate   13.91%
Energy   10.17%
Industrials   7.27%
Technology   3.17%
Utilities   2.13%
Healthcare   0.33%

Recent News: CUSCX

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Research Reports: CUSCX

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