Cullen Enhanced Equity Income Fund (ENHNX) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ENHNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ENHNX
ENHNX charges 0.75% annually. There are 3 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | Nov 2021 | ENHNX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | ENHNX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | ENHNX vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | ENHNX vs JEPAX | |
| BlackRock High Equity Income Fund | 0.85% | — | Apr 1998 | ENHNX vs BMCIX |
Best Risk-Adjusted Alternatives to ENHNX
ENHNX has a PortfoliosLab risk / return rank of 60. There are 9 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 89 | — | Sep 2013 | ENHNX vs TCBIX | |
| BlackRock High Equity Income Fund | 86 | — | Apr 1998 | ENHNX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 83 | — | May 1998 | ENHNX vs BMEAX | |
| Goldman Sachs International Equity Dividend and Pr... | 74 | — | Jan 2008 | ENHNX vs GIDHX | |
| Invesco Income Advantage U.S. Fund | 73 | — | Mar 2006 | ENHNX vs SCAUX |
Top Performing ENHNX Alternatives (YTD)
ENHNX is at 12.33% YTD. There are 5 mutual funds in the Derivative Income category with higher YTD returns, going as high as 14.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 14.74% | — | Apr 1998 | ENHNX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 13.90% | — | May 1998 | ENHNX vs BMEAX | |
| BlackRock ESG Capital Allocation Term Trust | 13.03% | — | Sep 2021 | ENHNX vs ECAT | |
| Goldman Sachs International Equity Dividend and Pr... | 12.64% | — | Jan 2008 | ENHNX vs GIDHX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 12.49% | — | Jan 2007 | ENHNX vs QQQX |
Lowest Volatility Alternatives to ENHNX
ENHNX has 10.37% 1-year volatility. There are 6 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.72% | — | Sep 2013 | ENHNX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | ENHNX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.93% | — | Aug 2018 | ENHNX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.28% | — | Dec 2017 | ENHNX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.48% | — | Oct 2009 | ENHNX vs MENYX |
Lowest Drawdown Alternatives to ENHNX
ENHNX has a 1-year max drawdown of -6.34%. There is 1 mutual fund in the Derivative Income category with a shallower 1-year drawdown, going as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | ENHNX vs TCBIX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | ENHNX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | ENHNX vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | ENHNX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | -7.41% | — | Aug 2018 | ENHNX vs JEPAX |
Other Mutual Funds from Cullen
The 5 most viewed Cullen mutual funds shown here include CEMFX, CHDEX, CUSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Equities | 80 | 20.35% | — | Aug 2012 | ENHNX vs CEMFX | |
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 92 | 14.19% | — | Aug 2003 | ENHNX vs CHDEX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 19 | 11.26% | — | Oct 2009 | ENHNX vs CUSIX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 74 | 13.92% | — | Dec 2005 | ENHNX vs CIHIX | |
| Cullen Value Fund | Large Cap Value Equities | 95 | 20.66% | — | Aug 2012 | ENHNX vs CVLVX |
Often Compared With ENHNX
Investors most often compare ENHNX with ECF, NIE, PUTW. These 16 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare ENHNX with Any Fund or Stock
Compare ENHNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ENHNX with funds that move differently
Cullen Enhanced Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ENHNX.
Explore ENHNX Diversifiers