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Morningstar

Pear Tree Axiom Emerging Mkts Wld Eq Ins QEMAX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 19.37  /  0.47 %
  • Total Assets 62.0 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 117%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis QEMAX

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

People Pillar

The People Pillar is our evaluation of the QEMAX 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 QEMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pear Tree Axiom Emerging Mkts Wld Eq Ins's Average People Pillar and Process Pillar ratings result in 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QEMAX

More QEMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 114
  • Bond Holdings 1
  • Other Holdings 17
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.26
6,214,131
Technology

Samsung Electronics Co Ltd

5.07
3,399,178
Technology

Tencent Holdings Ltd

4.36
2,923,916
Communication Services

iShares Core MSCI Emerging Markets ETF

2.89
1,937,097
—

HDFC Bank Ltd

2.49
1,670,160
Financial Services

Trip.com Group Ltd ADR

2.16
1,449,000
Consumer Cyclical

Ping An Insurance (Group) Co. of China Ltd Class H

2.12
1,424,904
Financial Services

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

2.09
1,403,426
Financial Services

SK Hynix Inc

2.00
1,338,791
Technology

Samsung SDI Co Ltd

1.81
1,212,440
Technology