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Morningstar

Pear Tree Polaris Intl Opps Ord QISOX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 11.70  /  +0.09 %
  • Total Assets 83.7 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.97%
  • Turnover 57%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis QISOX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 QISOX

More QISOX Holdings
  • 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

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Consumer Cyclical

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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