Cutler equity fund
WebApr 6, 2024 · Cutler Equity Fund. Actions. Add to watchlist; Add to portfolio; Price (USD) 24.15; Today's Change 0.02 / 0.08%; 1 Year change-6.76%; ... 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 ...
Cutler equity fund
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WebSee the company profile for Cutler Equity Fund (DIVHX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and ... WebFind the latest Cutler Trust - Cutler Equity Fund (CALEX) stock quote, history, news and other vital information to help you with your stock trading and investing.
WebCutler Equity Fund has an expense ratio of 0.99 percent. Net Expense Ratio 0.99 Category Average: 0.96%* Management 0.75 Category Average: 0.57%* SEE MORE DIVHX … WebCutler has a material conflict of interest in recommending the purchase of shares of the Cutler Equity Fund, Cutler’s Affiliated Mutual Fund, since Cutler earns management fees as the Investment Adviser to that Fund. However, if your fee is greater than 0.75%, Cutler may earn less from your account on assets in the Cutler Equity Fund, since ...
WebFeb 28, 2024 · A strong management team and sound investment process underpin Cutler Equity Fund's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle ... WebFeb 28, 2024 · Cutler Equity Fund DIVHX Morningstar Analyst Rating Quantitative rating as of Feb 28, 2024 See Cutler Investment Hub Quote Chart Fund Analysis Performance …
WebFeb 4, 2024 · Cutler Equity Fund Class II Shares Fund. Cutler Equity Fund Class II Shares. Fund. 23.45 -0.06 -0.26%. 02/10/2024 12:00 AM NAV. Add to watchlist.
WebCUTLER EQUITY FUND (DIVHX) A Series of The Cutler Trust Before you invest, you may want to review the Cutler Equity Fund’s (the “Fund” or the “Equity Fund”) Prospectus and Statement of Additional Information (“SAI”), which contain more information about the Fund and its risks. You can find the dennis and gnasher youtubeWebCUTLER EQUITY FUND SCHEDULE OF INVESTMENTS March 31, 2024 (Unaudited) COMMON STOCKS - 98.5% Shares Value Communications - 3.2% Cable & Satellite - 1.5% Comcast Corporation - Class A 62,700 $ 2,935,614 Telecommunications - 1.7% Verizon Communications, Inc. 66,086 3,366,421 Consumer Discretionary - 8.0% Leisure … ff hesedorfWebSee holdings data for Cutler Equity Fund (DIVHX). Research information including asset allocation, sector weightings and top holdings for Cutler Equity Fund. dennis and nelson insurance crooksville ohWebCutler Equity Fund - 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. dennis and norma woodruff daughterWebFeb 28, 2024 · Cutler Equity Fund's holdings are exposed to average levels of ESG risk relative to those of its peers in the US Equity Large Cap Value category, thus earning it an average Morningstar... ff hevWebJan 17, 2024 · Cutler Equity Fund Equity Income Our Commitment to You Discipline. As institutional investors, Cutler believes that clients deserve disciplined advisors. For equities, this means adherence to the process initially developed by Ken Cutler. Yes, markets have changed, but dividends matter. Risk matters. dennis and nasha gamesWebDec 31, 2024 · For a mutual fund, the gross expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus (before waivers or reimbursements). This ratio also includes Acquired Fund Fees and Expenses, which are expenses indirectly incurred by a fund through its ownership of shares in other ... dennis and norma woodruff murder