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Cutler Equity Fund (DIVHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.980.00 (0.00%)
At close: 08:00PM EDT

Cutler Equity Fund

Cincinnati ,OH 45246

225 Pictoria Drive, Suite 450

Cutler Trust

Management information
Erich M. Patten,Lead manager since 29 June 2003
Mr. Erich M. Patten received his B.S. in Economics from The Wharton School, University of Pennsylvania. He received his Masters degree in Public Policy from The Harris School, University of Chicago. Mr. Patten has been President of The Cutler Trust since March, 2004. He has been a Member and Portfolio Manager of Cutler and its affiliates since 2003 and President and Chief Investment Officer of the firm since 2014.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familyCutler
Net assets192.38M
YTD return5.79%
Yield1.43%
Morningstar rating★★★★
Inception date30 Dec 1992

Fund operations

Last dividend0.19
Last cap gain1.00
Holdings turnover7.00%
Average for categoryN/A

Fees and expenses

ExpenseDIVHXCategory average
Annual report expense ratio (net)0.99%0.90%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio0.99%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A