| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
4
5
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#11 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.87 percent over the past year, 14.60 percent over the past three years, 6.58 percent over the past five years, and 8.52 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 16.9% |
| 3 Years (Annualized) | 14.6% |
| 5 Years (Annualized) | 6.6% |
| 10 Years (Annualized) | 8.5% |
Summary
The investment seeks 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 investment style. 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
Fees are Low compared to funds in the same category.
Cutler Equity Fund has an expense ratio of 1.27 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
