Morningstar

Pear Tree Polaris Foreign Value Fund Class Ordinary QFVOX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 34.49  /  −0.32 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.35%
  • Turnover 18%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:09 AM GMT+0

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 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SK Hynix Inc

5.66 85M
Technology

Samsung Electronics Co Ltd

5.28 79M
Technology

ORIX Corp

2.60 39M
Financial Services

Jazz Pharmaceuticals PLC

2.42 36M
Healthcare

Smurfit WestRock PLC

2.35 35M
Consumer Cyclical

Endesa SA

2.33 35M
Utilities

Mitsubishi UFJ Financial Group Inc

2.30 34M
Financial Services

UniCredit SpA

2.24 33M
Financial Services

Popular Inc

2.24 33M
Financial Services

International Consolidated Airlines Group SA

2.19 33M
Industrials

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