Morningstar

Pear Tree Polaris Foreign Value Fund Class R6 QFVRX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 33.64  /  +0.72 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.83%
  • Turnover 29%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 2:30 AM GMT+0

Morningstar’s Analysis QFVRX

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

  • People Pillar

    The People Pillar is our evaluation of the QFVRX 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 QFVRX’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 R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QFVRX

More QFVRX 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

Sponsor Center