Morningstar

Pear Tree Polaris Foreign Value Fund Class Ordinary QFVOX

Morningstar Medalist Rating
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Medalist Rating as of See Pear Tree Investment Hub
  • NAV / 1-Day Return $32.44  /  −0.12 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.450%
  • Net Expense Ratio 1.500%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 3.45%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis QFVOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pear Tree Polaris Foreign Value Ord holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings QFVOX

More QFVOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

4.56 61M
Technology

SK hynix Inc

4.27 58M
Technology

Ryanair Holdings PLC

3.71 50M
Industrials

Shinhan Financial Group Co Ltd

2.74 37M
Financial Services

Jazz Pharmaceuticals PLC

2.58 35M
Healthcare

Mitsubishi UFJ Financial Group Inc

2.52 34M
Financial Services

Astor Enerji AS

2.46 33M
Industrials

Other

2.39 32M
—

ORIX Corp

2.38 32M
Financial Services

DHL AG

2.35 32M
Industrials

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