Pear Tree Funds earns an Average Parent rating. The mutual fund arm of wealth manager U.S. Boston Capital, Pear Tree is comparatively small in both assets under management and agenda, which centers around a small but stable suite of subadvised funds. Unlike some firms that use a subadvisory model, Pear Tree has just one major long-term relationship with an asset manager: Polaris. That firm, also rated Average, runs four of Pear Tree’s six mutual funds (totaling around 95% of its $5.9 billion in AUM as of June 2021).
Pear Tree
Pear Tree Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
4.63 BilInvestment Flows (TTM)
−845.55 MilAsset Growth Rate (TTM)
−14.03%# of Share Classes
19
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 4 | |
| 4 | |
| 5 | |
| 5 | |
| 1 | |
| Not Rated | 0 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Pear Tree Quality Institutional | 2 | |
| Pear Tree Polaris Intl Opps Instl | — | |
| Pear Tree Quality Ordinary | 3 | |
| Pear Tree Polaris Intl Opps R6 | — | |
| Pear Tree Polaris Fgn Val Sm Cap Instl | 41 |
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