CALEX Cutler Equity Fund

This is an open ended mutual fund. The investment seeks current income and long-term capital appreciation. In seeking to meet its investment objective, 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& 39 s investment adviser. The fund typically invests in stocks of companies that have a total market capitalization of at least 10 billion and, in the Adviser& 39 s opinion, have institutional ownership that is sufficiently broad to provide adequate liquidity suitable to the fund& 39 s holdings.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Cutler Trust (The)
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/31/1992
Market cap:     $0
Current yield:     1.46%
Fees:     1.1500%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  232213207
ISIN:    US2322132075
Investment style: Actively managed

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