Pear Tree Mutual Funds
View all of Pear Tree’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Pear Tree Funds List
Share Class Type
1 to 16 of 16 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Pear Tree Quality Institutional | QGIAX | Large Blend | 10.57% | 22 | 0.790% | Above Average | Institutional | $1.0 Mil | ||
Pear Tree Quality Ordinary | USBOX | Large Blend | 10.70% | 26 | 1.190% | High | No Load | $2,500 | ||
Pear Tree Polaris Fgn Val Sm Cap Instl | QUSIX | Foreign Small/Mid Value | 4.27% | 63 | 1.050% | Average | Institutional | $1.0 Mil | ||
Pear Tree Polaris Fgn Val Sm Cap Ord | QUSOX | Foreign Small/Mid Value | 4.65% | 64 | 1.420% | High | No Load | $2,500 | ||
Pear Tree Polaris Fgn Val Sm Cap R6 | QUSRX | Foreign Small/Mid Value | 4.22% | 63 | 1.020% | Average | Retirement, Large | $100,000 | ||
Pear Tree Polaris Intl Opps Instl | QISIX | Foreign Small/Mid Blend | −1.85% | 98 | 1.060% | Average | Institutional | $1.0 Mil | ||
Pear Tree Polaris Intl Opps R6 | QISRX | Foreign Small/Mid Blend | −2.17% | 97 | 0.990% | Below Average | Retirement, Large | $100,000 | ||
Pear Tree Polaris Small Cap Instl | QBNAX | Small Value | 5.32% | 16 | 1.160% | High | Institutional | $1.0 Mil | ||
Pear Tree Polaris Small Cap Ord | USBNX | Small Value | 5.15% | 22 | 1.530% | High | No Load | $2,500 | ||
Pear Tree Polaris Foreign Value Instl | QFVIX | Foreign Large Value | 4.79% | 74 | 1.050% | High | Institutional | $1.0 Mil | ||
Pear Tree Polaris Foreign Value Ord | QFVOX | Foreign Large Value | 4.63% | 79 | 1.420% | High | No Load | $2,500 | ||
Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | −2.04% | 100 | 1.500% | High | No Load | $2,500 | ||
Pear Tree Essex Environmental Opps Ins | GEOSX | Mid-Cap Growth | 4.57% | 67 | 0.990% | Above Average | Institutional | $1.0 Mil | ||
Pear Tree Essex Environmental Opps Odnry | EEOFX | Mid-Cap Growth | 4.65% | 67 | 1.240% | Above Average | No Load | $2,500 | ||
Pear Tree Essex Environmental Opps R6 | GEORX | Mid-Cap Growth | 4.67% | 61 | 0.950% | High | Retirement, Large | $100,000 | ||
Pear Tree Polaris Foreign Value R6 | QFVRX | Foreign Large Value | 3.95% | 73 | 0.940% | High | Retirement, Large | $100,000 |
Pear Tree Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank