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Cutler Equity Fund DIVHX

Medalist Rating as of | See Cutler Investment Hub
  • NAV / 1-Day Return 25.50  /  −0.47 %
  • Total Assets 190.9 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 Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.49%
  • Turnover 7%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis DIVHX

Will DIVHX outperform in future?

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

A lowering of its Process Pillar rating is the primary driver of Cutler Equity Fund's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings DIVHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.64 12.3 Mil
Technology

Caterpillar Inc

5.31 9.8 Mil
Industrials

The Home Depot Inc

4.99 9.2 Mil
Consumer Cyclical

BlackRock Inc

4.52 8.3 Mil
Financial Services

McDonald's Corp

4.46 8.2 Mil
Consumer Cyclical

Charles Schwab Corp

4.11 7.6 Mil
Financial Services

Deere & Co

3.85 7.1 Mil
Industrials

Republic Services Inc

3.76 6.9 Mil
Industrials

Walmart Inc

3.63 6.7 Mil
Consumer Defensive

Exxon Mobil Corp

3.29 6.1 Mil
Energy