Cullen Emerging Markets High Dividend Fund (CEMFX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CEMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CEMFX
CEMFX charges 1.00% annually. There are 62 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | CEMFX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | CEMFX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | CEMFX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | CEMFX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | CEMFX vs EMPTX |
Best Risk-Adjusted Alternatives to CEMFX
CEMFX has a PortfoliosLab risk / return rank of 89. There are 53 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | CEMFX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | CEMFX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | CEMFX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | CEMFX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | CEMFX vs LVAZX |
Top Performing CEMFX Alternatives (YTD)
CEMFX is at 25.52% YTD. There are 104 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | CEMFX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | CEMFX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | CEMFX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | CEMFX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | CEMFX vs GLLSX |
Lowest Volatility Alternatives to CEMFX
CEMFX has 16.96% 1-year volatility. There are 38 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | CEMFX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | CEMFX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | CEMFX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | CEMFX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | CEMFX vs COBYX |
Lowest Drawdown Alternatives to CEMFX
CEMFX has a 1-year max drawdown of -12.41%. There are 48 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | CEMFX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | CEMFX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | CEMFX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | CEMFX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | CEMFX vs GQGPX |
Other Mutual Funds from Cullen Funds Trust
The 5 most viewed Cullen Funds Trust mutual funds shown here include CHDEX, ENHNX, CUSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 72 | 8.49% | — | Aug 2003 | CEMFX vs CHDEX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 24 | 7.69% | — | Dec 2015 | CEMFX vs ENHNX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 8 | 5.38% | — | Oct 2009 | CEMFX vs CUSIX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 42 | 9.39% | — | Dec 2005 | CEMFX vs CIHIX | |
| Cullen Value Fund | Large Cap Value Equities | 91 | 17.38% | — | Aug 2012 | CEMFX vs CVLVX |
Often Compared With CEMFX
Investors most often compare CEMFX with KNG, FTEC, EMRSX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CEMFX with Any Fund or Stock
Compare CEMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CEMFX with funds that move differently
Cullen Emerging Markets High Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CEMFX.
Explore CEMFX Diversifiers