4 / 5 Stars
4 4 5 2 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#58 in Large Value
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.38 percent over the past year, 13.20 percent over the past three years, 21.80 percent over the past five years, and 7.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||7.5%|
The investment seeks current income and long-term capital appreciation. In seeking to meet its investment objective, the Equity Fund expects that under normal conditions at least 80% of its assets will be invested in a diversified portfolio of common stocks according to the investment style of the fund's investment adviser, Cutler Investment Counsel, LLC (the "Adviser"). It typically invests in stocks of companies that have a total market capitalization of at least $10 billion and, in the Adviser's opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the fund's holdings.
Fees are Low compared to funds in the same category.
Cutler Equity Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.