Morningstar

Pear Tree Essex Environmental Opportunities Fund Ordinary Shares EEOFX

Morningstar Medalist Rating
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Medalist Rating as of See Pear Tree Investment Hub
  • NAV / 1-Day Return $16.08  /  −0.43 %
  • Fund Size $26.0M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.220%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis EEOFX

Will EEOFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EEOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EEOFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EEOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pear Tree Essex Environmental Opps Odnry holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EEOFX

More EEOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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