Cutler Equity Fund Quote
| DIVHX Fund | USD 27.61 0.13 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Cutler Equity is trading at 27.61 as of the 25th of February 2025; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 27.48. Cutler Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of November 2024 and ending today, the 25th of February 2025. Click here to learn more.
In seeking to meet its investment objective, under normal conditions, at least 80 percent of its assets will be invested in a diversified portfolio of common stocks according to the investment style of the funds investment adviser. The fund typically invests in stocks of companies that have a total market capitalization of at least 10 billion and, in the Advisers opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the funds holdings.. More on Cutler Equity
Moving together with Cutler Mutual Fund
Cutler Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Cutler Funds, Large Value Funds, Consumer Funds, Large Value, Cutler, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Cutler Equity [DIVHX] is traded in USA and was established 25th of February 2025. Cutler Equity is listed under Cutler category by Fama And French industry classification. The fund is listed under Large Value category and is part of Cutler family. The entity is thematically classified as Consumer Funds. Cutler Equity currently has accumulated 187.24 M in assets under management (AUM) with minimum initial investment of 2.5 K. with the current yeild of 0.01%.
Check Cutler Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cutler Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cutler Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cutler Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cutler Equity Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| BLK | BlackRock | Stock | Financials | |
| CAT | Caterpillar | Stock | Industrials | |
| DE | Deere Company | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Cutler Equity Risk Profiles
| Mean Deviation | 0.5691 | |||
| Standard Deviation | 0.8675 | |||
| Variance | 0.7525 | |||
| Risk Adjusted Performance | (0.03) |
Cutler Equity Against Markets
Other Information on Investing in Cutler Mutual Fund
Cutler Equity financial ratios help investors to determine whether Cutler Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cutler with respect to the benefits of owning Cutler Equity security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |