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Cutler Equity Fund DIVHX

Quantitative rating as of | See Cutler Investment Hub
  • NAV / 1-Day Return 25.23  /  0.32 %
  • Total Assets 186.1 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.37%
  • Turnover 1%

Morningstar’s Analysis DIVHX

Will DIVHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Cutler Equity Fund's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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