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Pear Tree Polaris Intl Opps Instl QISIX

Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 11.96  /  −0.91 %
  • Total Assets 84.7 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 1.30%
  • Turnover 38%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 11:05 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.

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.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings QISIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

D'Ieteren Group

2.51 2.2 Mil
Consumer Cyclical

Neurones

2.51 2.2 Mil
Technology

SOL SpA

2.42 2.1 Mil
Basic Materials

Sparebanken Vest AS

2.40 2.1 Mil
Financial Services

Midea Group Co Ltd Class A

2.36 2.0 Mil
Consumer Cyclical

Cranswick PLC

2.36 2.0 Mil
Consumer Defensive

Reply SpA

2.16 1.9 Mil
Technology

Computacenter PLC

2.11 1.8 Mil
Technology

SpareBank 1 Nord-Norge

2.11 1.8 Mil
Financial Services

Zhejiang Supor Co Ltd Class A

2.08 1.8 Mil
Consumer Cyclical