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Morningstar

Pear Tree Polaris Intl Opps Instl QISIX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 12.29  /  +0.66 %
  • Total Assets 83.0 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.31%
  • Turnover 38%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis QISIX

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

  • People Pillar

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

Pear Tree Polaris Intl Opps Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 QISIX

More QISIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Umb Money Market Ii Special

2.86 2.4 Mil
Cash and Equivalents

Sparebanken Vest AS

2.69 2.3 Mil
Financial Services

Cranswick PLC

2.61 2.2 Mil
Consumer Defensive

goeasy Ltd

2.49 2.1 Mil
Financial Services

D'Ieteren Group

2.45 2.1 Mil
Consumer Cyclical

SOL SpA

2.44 2.1 Mil
Basic Materials

Midea Group Co Ltd Class A

2.39 2.0 Mil
Consumer Cyclical

Computacenter PLC

2.29 1.9 Mil
Technology

Also Holding AG

2.28 1.9 Mil
Technology

SpareBank 1 Nord-Norge

2.27 1.9 Mil
Financial Services