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Pear Tree Essex Environmental Opps R6 GEORX

Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 6.43  /  +1.42 %
  • Total Assets 46.5 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 47%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 12:56 AM GMT+0

Morningstar’s Analysis GEORX

Will GEORX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pear Tree Essex Environmental Opps R6 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings GEORX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

6.15 2.8 Mil
Utilities

Badger Meter Inc

5.04 2.3 Mil
Technology

American Superconductor Corp

4.34 2.0 Mil
Industrials

Valmont Industries Inc

4.30 2.0 Mil
Industrials

Primoris Services Corp

4.13 1.9 Mil
Industrials

Cadeler AS Ordinary Shares

3.87 1.8 Mil
Industrials

Hubbell Inc

3.83 1.7 Mil
Industrials

Kingspan Group PLC

3.75 1.7 Mil
Industrials

Xylem Inc

3.65 1.7 Mil
Industrials

Keyence Corp

3.54 1.6 Mil
Technology