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Nasdaq - Delayed Quote USD

Cutler Equity Fund (DIVHX)

27.70
-0.09
(-0.32%)
As of 8:05:35 AM EST. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Protected Investors of America
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Mony Securities Corp
  • CommonWealth NTF
  • SunAmerica Securities Premier / Pinnacle
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade NTF
  • ING Financial Advisers - SAS Funds
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Large Value
Fund Family Cutler
Net Assets 204.28M
YTD Return 4.71%
Yield 1.42%
Morningstar Rating
Inception Date Dec 31, 1992

Performance & Risk

YTD Return 4.93%
5y Average Return 10.49%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

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