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Pear Tree Essex Environmental Opps Ins GEOSX

Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 14.31  /  −0.90 %
  • Total Assets 48.4 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 47%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GEOSX

Will GEOSX 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 Ins 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 GEOSX

  • 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