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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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DIVHX | Category Average | DIVHX | Category Average | DIVHX | Category Average | |
| Alpha | -2.86 | -0.01 | -1.74 | -0.03 | -1.4 | -0.03 |
| BETA | 0.83 | 0.01 | 0.83 | 0.01 | 0.85 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 0.99 | 0.01 | 0.91 | 0.01 |
| R-squared | 78.47 | 0.78 | 84.03 | 0.83 | 85.19 | 0.84 |
| Standard Deviation | 15.98 | 0.17 | 16.46 | 0.19 | 14.07 | 0.16 |
| Sharpe Ratio | 0.26 | 0 | 0.56 | 0 | 0.64 | 0.01 |
| Treynor Ratio | 3.7 | 0.04 | 10.1 | 0.07 | 9.97 | 0.08 |
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