Cutler Equity Fund holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Cutler Equity Fund DIVHX
- NAV / 1-Day Return 32.70 / +0.09 %
- Total Assets 230.7M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.970%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.14%
- Turnover 1%
USD | NAV as of Aug 14, 2026 | 1-Day Return as of Aug 14, 2026, 1:06 AM GMT+0
Morningstar’s Analysis DIVHX
Will DIVHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Caterpillar Inc | 7.11 | 16M | Industrials |
Walmart Inc | 5.49 | 12M | Consumer Defensive |
RTX Corp | 4.98 | 11M | Industrials |
Microsoft Corp | 4.85 | 11M | Technology |
Deere & Co | 4.56 | 10M | Industrials |
Charles Schwab Corp | 3.99 | 9M | Financial Services |
BlackRock Inc | 3.88 | 9M | Financial Services |
NextEra Energy Inc | 3.87 | 9M | Utilities |
Texas Instruments Inc | 3.81 | 8M | Technology |
CVS Health Corp | 3.66 | 8M | Healthcare |
United States