Cullen Small Cap Value C 645 Fifth Ave New York NY 10022 Map
Phone: 877-4858586
| Category: | Small Value | | Fund Family: | Cullen Funds Trust | | Net Assets: | 0 | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-09 |
|
Brooks H Cullen
Lead Manager since
01-Sep-09 | | | Cullen is a vice president of Cullen Capital Management LLC since 2000. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets primarily in small-capitalization companies1 at the time of original purchase. The Adviser generally selects stocks of companies that have the characteristics of a below average price/earnings ratio as compared with the average price/earnings ratio of the equity securities in the Russell 2000 Value Stock Index; or above average projected earnings growth as compared to the average project earnings growth the equity securities in the Russell 2000 Value Stock Index.. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.18% |
|
| Expense | CUSCX | Category Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
|
|