CALEX SEC Filings — Cutler Equity Fund
Data updated: 2026-09-11
51 SEC filings are listed: 16 prospectuses (latest Oct 27, 2025), 26 quarterly N-PORT holdings reports (latest Aug 17, 2026) and 9 annual N-CEN reports (latest Sep 11, 2026).
CALEX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 16 filings on SEC EDGAR.
- Filed Oct 27, 2025 · 485BPOS
- Filed Oct 25, 2024 · 485BPOS
- Filed Oct 27, 2023 · 485BPOS
- Filed Oct 28, 2022 · 485BPOS
- Filed Oct 28, 2021 · 485BPOS
- Filed Mar 17, 2021 · 497
- Filed Feb 12, 2021 · 497
- Filed Nov 13, 2019 · 485BPOS
- Filed Nov 9, 2018 · 485BPOS
- Filed Nov 17, 2017 · 485BPOS
- Filed Nov 7, 2016 · 485BPOS
- Filed Nov 12, 2015 · 485BPOS
- Filed Nov 6, 2014 · 485BPOS
- Filed Nov 12, 2013 · 485BPOS
- Filed Nov 5, 2012 · 485BPOS
- Filed Nov 14, 2011 · 485BPOS
CALEX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Aug 17, 2026
- Filed May 29, 2026
- Filed Feb 27, 2026
- Filed Nov 26, 2025
- Filed Aug 13, 2025
- Filed May 27, 2025
- Filed Feb 28, 2025
- Filed Nov 22, 2024
- Filed Aug 19, 2024
- Filed May 28, 2024
- Filed Feb 22, 2024
- Filed Nov 27, 2023
- Filed Aug 22, 2023
- Filed May 11, 2023
- Filed Feb 23, 2023
- Filed Nov 18, 2022
- Filed Aug 19, 2022
- Filed May 26, 2022
- Filed Feb 24, 2022
- Filed Nov 26, 2021
- Filed Aug 18, 2021
- Filed May 26, 2021
- Filed Feb 19, 2021
- Filed Nov 23, 2020
- Filed Aug 19, 2020
- Filed May 28, 2020
CALEX Annual census (N-CEN)
Service providers, brokerage and operations. 9 filings on SEC EDGAR.
Browse every Cutler Equity Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.