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Cutler Equity Fund (CALEX)

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Cutler Equity historical data, for real-time data please try another search

28.48 -0.24 -0.84%

01/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 204.17M

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CALEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Cutler Equity (CALEX) fund. Our Cutler Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.28	0.28	0.00
Shares	99.72	99.72	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.32	15.95
Price to Book	2.57	2.49
Price to Sales	1.75	1.71
Price to Cash Flow	7.83	10.45
Dividend Yield	2.75	2.51
5 Years Earnings Growth	6.89	9.38

Sector Allocation

Name	Net %	Category Average
Financial Services	19.15	21.39
Industrials	17.04	11.89
Healthcare	16.55	14.89
Technology	13.22	12.99
Consumer Defensive	12.98	8.36
Consumer Cyclical	9.96	6.95
Energy	3.99	7.44
Communication Services	2.60	5.68
Utilities	2.43	5.27
Basic Materials	2.08	3.40

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft Corp	-	5.73	-	-
The Home Depot Inc	-	5.47	-	-
Deere & Co	-	4.84	-	-
McDonald's Corp	-	4.46	-	-
BlackRock Inc	-	4.40	-	-
Texas Instruments Inc	-	4.27	-	-
Walmart Inc	-	4.11	-	-
Becton, Dickinson and Co	-	3.81	-	-
Caterpillar Inc	-	3.60	-	-
Bristol-Myers Squibb Company	-	3.41	-	-

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