GEOSX – Pear Tree Essex Environmental Opps Ins Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal market conditions, fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of clean-tech companies. A clean-tech company is a company that the fund’s sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EEOFX	Pear Tree Essex Environmental Opportunities Fund Ordinary Shares	No Load	Open			Sep 1, 2017	$498,963.00	1.240%	Average	$2,500	−$122,887.66
GEOSX	Pear Tree Essex Environmental Opportunities Fund Institutional Shares	Institutional	Open			Sep 1, 2017	$23.44M	0.990%	Below Average	$1M	−$2.02M
GEORX	Pear Tree Essex Environmental Opportunities Fund R6 Shares	Retirement, Large	Open			Sep 1, 2021	$4.10M	0.950%	Above Average	$100,000	$421,582.76

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