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.
- NAV / 1-Day Return 11.83 / 0.25 %
- Total Assets 28.2 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis QISRX
Will QISRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.