Morningstar

Pear Tree Polaris International Opportunities Fund Ordinary Shares QISOX

Morningstar Medalist Rating
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Medalist Rating as of See Pear Tree Investment Hub
  • NAV / 1-Day Return $14.63  /  −1.61 %
  • Fund Size $56.9M
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.440%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Small/Mid Blend
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.36%
  • Turnover Ratio 46%
NAV and 1-Day Return as of

Morningstar’s Analysis QISOX

Will QISOX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pear Tree Polaris Intl Opps Ord holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings QISOX

More QISOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sparebanken Norge Depository Receipts

4.78 3M
Financial Services

PDD Holdings Inc ADR

4.75 3M
Consumer Cyclical

JAC Recruitment Co Ltd

4.73 3M
Industrials

Equatorial SA

4.73 3M
Utilities

Jeronimo Martins SGPS SA

4.69 3M
Consumer Defensive

VSTECS Holdings Ltd

4.58 3M
Technology

AVI Ltd

4.02 2M
Consumer Defensive

Cranswick PLC

4.00 2M
Consumer Defensive

D'Ieteren Group

3.19 2M
Consumer Cyclical

AIA Group Ltd

2.95 2M
Financial Services

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