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.
Pear Tree Essex Environmental Opportunities Fund Institutional Shares GEOSX
- NAV / 1-Day Return 19.91 / +1.74 %
- Total Assets 2.6B
-
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 0.05%
- Turnover 56%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:27 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Infineon Technologies AG | 5.45 | 1M | Technology |
Corteva Inc | 4.08 | 1M | Basic Materials |
Badger Meter Inc | 3.65 | 983,724 | Technology |
Kingspan Group PLC | 3.62 | 975,373 | Industrials |
Advanced Drainage Systems Inc | 3.56 | 960,733 | Industrials |
Enphase Energy Inc | 3.47 | 936,554 | Technology |
Primoris Services Corp | 3.42 | 921,607 | Industrials |
Keyence Corp | 3.41 | 919,678 | Technology |
Toray Industries Inc | 3.33 | 896,746 | Consumer Cyclical |
Cognex Corp | 3.32 | 894,606 | Technology |
United States