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Pear Tree Polaris Intl Opps R6 QISRX

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%

Morningstar’s Analysis QISRX

Will QISRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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