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DIVHX Cutler Equity Fund Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Home Depot (NYSE:HD), McDonald's Corp (NYSE:MCD), Caterpillar (NYSE:CAT), Charles Schwab Corp (The) (NYSE:SCHW), Deere & Company (NYSE:DE).

Industry description

The investment seeks current income and long-term capital appreciation. In seeking to meet its investment objective, under normal conditions, at least 80% of its assets will be invested in a diversified portfolio of common stocks according to the investment style of the fund's investment adviser. The fund typically invests in stocks of companies that have a total market capitalization of at least $10 billion and, in the Adviser's opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the fund's holdings.

Market Cap

The average market capitalization across the Cutler Equity Fund MF is 545.25B. The market cap for tickers in the group ranges from 60.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RSG at 60.23B.

Volume

The average weekly volume growth across all stocks in the Cutler Equity Fund MF was -20%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 43
Price Growth Rating: 41
SMR Rating: 30
Profit Risk Rating: 16
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DIVHX has been closely correlated with FFMMX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if DIVHX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DIVHX
1D Price
Change %
DIVHX100%
-0.07%
FFMMX - DIVHX
91%
Closely correlated
-0.27%
FFFMX - DIVHX
90%
Closely correlated
-0.26%
VVIAX - DIVHX
83%
Closely correlated
-0.21%
VIVIX - DIVHX
83%
Closely correlated
-0.21%
VIVAX - DIVHX
83%
Closely correlated
-0.21%
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