Cutler Equity FundDIVHX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$213.2M
Expense ratio
0.99%
1-year return
+17.3%
3 years, a year
+13.8%
5 years, a year
+9.5%
Holdings
35
What it aims to do.
The investment objective of the Fund is to seek current income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WMT Walmart Inc | 6.30% |
| CAT Caterpillar Inc | 6.17% |
| RTX RTX Corp. | 5.28% |
| MSFT Microsoft Corp. | 5.06% |
| XOM Exxon Mobil Corp. | 4.42% |
| SCHW The Charles Schwab Corporation | 4.24% |
| DE Deere & Company | 4.24% |
| BLK Blackrock Inc. | 4.05% |
| RSG Republic Services, Inc. | 3.86% |
| MCD McDonald's Corp. | 3.57% |
More on DIVHX.
- DIVHX overview
- DIVHX holdings
- DIVHX risk
- DIVHX costs
- DIVHX money in and out
- DIVHX share classes
- Compare DIVHX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.