Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133693851
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Mar 24
DEF 14A
Definitive proxy
29 Nov 23
CORRESP
Correspondence with SEC
29 Nov 23
CORRESP
Correspondence with SEC
21 Nov 23
N-CEN
Annual report (registered investment company)
13 Sep 23
N-CSR
Certified annual shareholder report (management investment company)
6 Sep 23
N-PX
Annual report of proxy voting record
22 Aug 23
PRE 14A
Preliminary proxy
11 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
1 Mar 23
N-CEN
Annual report (registered investment company)
12 Sep 22
Latest ownership filings
NPORT-P
Cutler Equity Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Cutler Equity Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Cutler Equity Fund (Jun 2023 report)
22 Aug 23
NPORT-P
Cutler Equity Fund (Mar 2023 report)
11 May 23
NPORT-P
Cutler Equity Fund (Dec 2022 report)
23 Feb 23
NPORT-P
Cutler Equity Fund (Sep 2022 report)
18 Nov 22
NPORT-P
Cutler Equity Fund (Jun 2022 report)
19 Aug 22
NPORT-P
Cutler Equity Fund (Mar 2022 report)
25 May 22
NPORT-P
Cutler Equity Fund (Dec 2021 report)
24 Feb 22
NPORT-P
Cutler Equity Fund Class II Shares (Sep 2021 report)
26 Nov 21
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
CUTLER EQUITY FUND | DIVHX | 3.64 | -2.97 | -4.01 | 176.03 mm | 33 | Sep 2023 |