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Cutler Equity Fund

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CALEX:US
NASDAQ GM
17.19
USD
0.02
0.12%
As of 09:29:30 ET on 07/30/2015.
Fund Type
Open-End Fund
52Wk Range
16.19 - 17.93
1 Yr Return
4.12%
YTD Return
-1.83%
Previous Close
17.17
52Wk Range
16.19 - 17.93
1 Yr Return
4.12%
YTD Return
-1.83%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/30/2015)
17.19
Total Assets (m USD) (on 07/30/2015)
121.537
Inception Date
10/02/1992
Last Dividend (on 06/30/2015)
0.062
Dividend Indicated Gross Yield
1.44%
Fund Managers
MATTHEW CUTLER PATTEN / ERICH MARK PATTEN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.15%
Top Fund Holdings
Name Position Value % of Fund
Walt Disney Co/The 48.99 k 5.41 m 4.29
Home Depot Inc/The 46.20 k 5.15 m 4.08
Bristol-Myers Squibb Co 78.99 k 5.10 m 4.05
Texas Instruments Inc 83.90 k 4.69 m 3.72
Target Corp 57.65 k 4.57 m 3.63
Deere & Co 45.94 k 4.30 m 3.41
STIT-STIC Prime Portfolio 4.27 m 4.27 m 3.39
EI du Pont de Nemours & Co 58.41 k 4.15 m 3.29
Merck & Co Inc 65.29 k 3.98 m 3.15
Verizon Communications Inc 78.29 k 3.87 m 3.07
Profile
Cutler Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is current income and long-term capital appreciation. The Fund invests at least 80% of its assets in a diversified portfolio of common stocks according to the Adviser's value investment style and that have a market value of at least $1 billion.
ADDRESS
The Cutler Trust
525 Bigham Knoll
Jacksonville, OR 97530
PHONE
1-541-770-9000