Cullen Fundamentals

CVLVX -  USA Fund  

USD 15.84  0.33  2.04%

Cullen Value Fd fundamentals help investors to digest information that contributes to Cullen Value's financial success or failures. It also enables traders to predict the movement of Cullen Mutual Fund. This fundamental analysis module provides a way for investors to measures Cullen Value's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cullen Value mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Cullen Fundamentals 

 
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Cullen Five Year Return Analysis

Cullen Value's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Cullen Value Five Year Return

    
  5.42 %  
Most of Cullen Value's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cullen Value Fd is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Cullen Value Five Year Return Component Assessment

According to the company disclosure, Cullen Value Fd has a Five Year Return of 5.42%. This is much higher than that of the Cullen Funds Trust family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.

Cullen Value Fd Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Cullen Value's current stock value. Our valuation model uses many indicators to compare Cullen Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cullen Value competition to find correlations between indicators driving Cullen Value's intrinsic value. More Info.
Cullen Value Fd is second largest fund in minimum initial investment among similar funds. It is rated below average in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for Cullen Value Fd is about  1,111,111 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cullen Value by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cullen Value's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cullen Value's earnings, one of the primary drivers of an investment's value.

Cullen Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cullen Value's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cullen Value could also be used in its relative valuation, which is a method of valuing Cullen Value by comparing valuation metrics of similar companies.
Cullen Value is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Cullen Value

The fund invests 99.1% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.9%) .
 Value 
      Instrument Type 

Cullen Fundamentals

About Cullen Value Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Cullen Value Fd's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cullen Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cullen Value Fd based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks long-term capital appreciation and current income. Cullen Value is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Cullen Value without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Cullen Value

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cullen Value position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cullen Value will appreciate offsetting losses from the drop in the long position's value.

Cullen Value Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Cullen Value and Vanguard Index Trust. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Cullen Value Piotroski F Score and Cullen Value Altman Z Score analysis. Note that the Cullen Value Fd information on this page should be used as a complementary analysis to other Cullen Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Cullen Mutual Fund analysis

When running Cullen Value Fd price analysis, check to measure Cullen Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cullen Value is operating at the current time. Most of Cullen Value's value examination focuses on studying past and present price action to predict the probability of Cullen Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Cullen Value's price. Additionally, you may evaluate how the addition of Cullen Value to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Cullen Value's value and its price as these two are different measures arrived at by different means. Investors typically determine Cullen Value value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cullen Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.