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 4 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | ENHNX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | ENHNX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | — | 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 |
Best Risk-Adjusted Alternatives to ENHNX
ENHNX has a PortfoliosLab risk / return rank of 27. There are 13 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 83.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 83 | — | Apr 2004 | ENHNX vs CII | |
| The Covered Bridge Fund | 74 | — | Sep 2013 | ENHNX vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 72 | — | Feb 2007 | ENHNX vs NIE | |
| Invesco Income Advantage U.S. Fund | 67 | — | Mar 2006 | ENHNX vs SCAUX | |
| WisdomTree Equity Premium Income Fund | 56 | 236.88M | Feb 2016 | ENHNX vs PUTW |
Top Performing ENHNX Alternatives (YTD)
ENHNX is at 7.88% YTD. There are 8 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 17.07% | — | Dec 2013 | ENHNX vs CLPAX | |
| BlackRock ESG Capital Allocation Term Trust | 11.44% | — | Sep 2021 | ENHNX vs ECAT | |
| Virtus Equity & Convertible Income Fund | 11.07% | — | Feb 2007 | ENHNX vs NIE | |
| BlackRock Enhanced Large Cap Core Fund | 10.68% | — | Apr 2004 | ENHNX vs CII | |
| The Covered Bridge Fund | 10.02% | — | Sep 2013 | ENHNX vs TCBIX |
Lowest Volatility Alternatives to ENHNX
ENHNX has 10.03% 1-year volatility. There are 8 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | 8.35% | — | Dec 2017 | ENHNX vs SCJIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.54% | — | Aug 2018 | ENHNX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | ENHNX vs JEPAX | |
| The Covered Bridge Fund | 8.70% | — | Sep 2013 | ENHNX vs TCBIX | |
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | ENHNX vs PUTW |
Lowest Drawdown Alternatives to ENHNX
ENHNX has a 1-year max drawdown of -6.34%. There are 2 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Madison Covered Call & Equity Income Fund | -4.07% | — | Oct 2009 | ENHNX vs MENYX | |
| 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 | |
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | ENHNX vs PUTW |
Other Mutual Funds from Cullen Funds Trust
The 5 most viewed Cullen Funds Trust 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 Diversified | 92 | 28.49% | — | Aug 2012 | ENHNX vs CEMFX | |
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 66 | 8.03% | — | Aug 2003 | ENHNX vs CHDEX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 7 | 2.41% | — | Oct 2009 | ENHNX vs CUSIX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 41 | 10.81% | — | Dec 2005 | ENHNX vs CIHIX | |
| Cullen Value Fund | Large Cap Value Equities | 84 | 13.57% | — | Aug 2012 | ENHNX vs CVLVX |
Often Compared With ENHNX
Investors most often compare ENHNX with ECF, BXMX, BMCIX. These 13 comparison targets span 2 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