Morningstar

Pear Tree Essex Environmental Opportunities Fund Institutional Shares GEOSX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 17.57  /  +0.40 %
  • Total Assets 28.0M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.06%
  • Turnover 56%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:10 AM GMT+0

Morningstar’s Analysis GEOSX

Will GEOSX 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 GEOSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GEOSX 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 GEOSX’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 Ins 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 GEOSX

More GEOSX 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
Sector

Infineon Technologies AG

5.29 2M
Technology

Keyence Corp

4.01 1M
Technology

Umb Money Market Ii Special

3.96 1M
Cash and Equivalents

ON Semiconductor Corp

3.86 1M
Technology

Badger Meter Inc

3.79 1M
Technology

GE Vernova Inc

3.42 1M
Industrials

Advanced Drainage Systems Inc

3.31 1M
Industrials

SMA Solar Technology AG

3.30 1M
Technology

Kingspan Group PLC

3.23 1M
Industrials

American Superconductor Corp

3.21 1M
Industrials

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