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Morningstar

Pear Tree Polaris Intl Opps R6 QISRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.83  /  0.25 %
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 51%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis QISRX

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

People Pillar

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

Summary

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A recent fee change and trends in other areas lead to an upgrade to Pear Tree Polaris Intl Opps R6's Morningstar Quantitative Rating to Silver from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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