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Morningstar

Pear Tree Polaris Foreign Value Ord QFVOX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 21.19  /  0.05 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • 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 1.44%
  • Turnover 19%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:17 PM GMT+0

Morningstar’s Analysis QFVOX

Will QFVOX 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 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 Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin Pear Tree Polaris Foreign Value Ord's Morningstar Medalist Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QFVOX

More QFVOX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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