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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 InstitutionalQGIAXLarge Blend13.72%470.790%Above AverageInstitutional$1.0 Mil
Pear Tree Quality OrdinaryUSBOXLarge Blend13.51%491.190%HighNo Load$2,500
Pear Tree Polaris Fgn Val Sm Cap InstlQUSIXForeign Small/Mid Value4.15%581.050%AverageInstitutional$1.0 Mil
Pear Tree Polaris Fgn Val Sm Cap OrdQUSOXForeign Small/Mid Value3.95%611.420%Above AverageNo Load$2,500
Pear Tree Polaris Fgn Val Sm Cap R6QUSRXForeign Small/Mid Value4.13%601.020%Above AverageRetirement, Large$100,000
Pear Tree Polaris Small Cap InstlQBNAXSmall Value1.45%321.160%HighInstitutional$1.0 Mil
Pear Tree Polaris Small Cap OrdUSBNXSmall Value1.29%351.530%HighNo Load$2,500
Pear Tree Polaris Foreign Value InstlQFVIXForeign Large Value3.39%711.050%HighInstitutional$1.0 Mil
Pear Tree Polaris Foreign Value OrdQFVOXForeign Large Value3.25%721.420%HighNo Load$2,500
Pear Tree Polaris Intl Opps InstlQISIXForeign Small/Mid Blend−2.82%971.060%AverageInstitutional$1.0 Mil
Pear Tree Polaris Intl Opps OrdQISOXForeign Small/Mid Blend−3.09%991.500%HighNo Load$2,500
Pear Tree Polaris Intl Opps R6QISRXForeign Small/Mid Blend−2.90%980.990%Below AverageRetirement, Large$100,000
Pear Tree Essex Environmental Opps InsGEOSXMid-Cap Growth7.24%410.990%Above AverageInstitutional$1.0 Mil
Pear Tree Essex Environmental Opps OdnryEEOFXMid-Cap Growth7.13%421.240%Above AverageNo Load$2,500
Pear Tree Essex Environmental Opps R6GEORXMid-Cap Growth7.17%410.950%HighRetirement, Large$100,000
Pear Tree Polaris Foreign Value R6QFVRXForeign Large Value3.41%700.940%HighRetirement, 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

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