Cutler Trust - Cutler Equity Fund
CALEX
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive, Suite 450 Cincinnati OH 45246
- IPO Date
- Jan 2, 2019
- CIK
- 0000892568
- Similar Companies
- Business
- Cutler Trust - Cutler Equity Fund (CALEX) is a mutual fund managed by Cutler Investment Group that seeks current income and long-term capital appreciation through a value-oriented portfolio of U.S.-domiciled large-capitalization equity securities selected based on a strict dividend policy requiring at least a 10-year history of payments with no reductions; the fund benchmarks performance against the S&P 500 and emphasizes dividend reliability as a risk-management tool rather than maximizing yield. The portfolio primarily invests in common stocks of large-cap companies across sectors such as technology, industrials, consumer cyclical, and financials, with top holdings including Microsoft Corp., Caterpillar Inc., and The Home Depot Inc.; it is distributed by Ultimus Fund Distributors, LLC, and offers share classes including no-load options with an expense ratio of approximately 0.99%. Cutler Investment Group, the fund's adviser founded in 1977 and headquartered in Jacksonville, Oregon, with additional offices in Washington and California, serves individual investors, high-net-worth individuals, pension plans, and institutions as a registered investment adviser managing approximately $1.2 billion in assets. The investment philosophy traces back to the 1960s strategy developed by Ken Cutler, focusing on financially viable companies indicated by consistent dividends that cannot be easily manipulated. Operations remain centered in the United States, targeting domestic large-cap equities to provide equity exposure with income generation. No major acquisitions, funding rounds, partnerships, or strategic shifts have been publicly reported for Cutler Trust or Cutler Investment Group in the last 1-2 years, with the firm maintaining its longstanding dividend-focused approach amid ongoing portfolio management and low turnover of approximately 7%.