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.
- NAV / 1-Day Return 25.23 / 0.32 %
- Total Assets 186.1 Mil
Adj. Expense Ratio
- 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?
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