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DIVHX
Mutual Fund ticker: NASDAQ
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Cutler Equity Fund (DIVHX) Ownership - Who owns Cutler Equity Fund?

The investment seeks current income and long-term capital appreciation... Show more

Category: #Large Value

Profile

Category
Large Value
Address
Cutler Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
www.cutler.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.99
Min. Initial Investment
2500.00
Fund Existence
over 32 years
Turnover
6.00
Front Load
N/A
Net Assets
207684540.00
Manager Tenure
N/A

Fundamentals

DIVHX
Net Assets
208M
Fund Existence
over 32 years
Turnover
6.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.99
Assets in Top Ten Holdings
86.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
208M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
33.00
Number of Net Holdings
33.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
49.20%
Gain YTD
10.690
Annual Yield % from dividends
1.31
Returns for 1 year
9.48
Returns for 3 years
20.35
Returns for 5 years
45.17
Returns for 10 years
96.42
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Cutler Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
www.cutler.com