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Nasdaq - Delayed Quote USD

Cutler Equity Fund (DIVHX)

26.93
-0.02
(-0.07%)
At close: 8:00:34 PM EDT
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  • Previous Close 26.95
  • YTD Return 5.09%
  • Expense Ratio 0.99%
  • Category Large Value
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 202.71M
  • Beta (5Y Monthly) 0.83
  • Yield 1.41%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.41
  • Inception Date Dec 31, 1992

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.

Cutler

Fund Family

Large Value

Fund Category

202.71M

Net Assets

1992-12-31

Inception Date

More about Cutler Equity Fund

Performance Overview: DIVHX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

DIVHX
5.09%
Category
4.44%
 

1-Year Return

DIVHX
14.17%
Category
14.37%
 

3-Year Return

DIVHX
8.50%
Category
6.04%
 

5-Year Return

DIVHX
13.27%
Category
9.20%
 

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Holdings: DIVHX

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Sector Weightings

SectorDIVHX
Industrials   20.63%
Financial Services   17.04%
Consumer Defensive   13.51%
Healthcare   13.00%
Technology   11.77%
Consumer Cyclical   10.58%
Energy   5.46%
Communication Services   3.43%
Utilities   2.60%
Basic Materials   1.98%
Real Estate   0.00%
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Recent News: DIVHX

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Research Reports: DIVHX

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