Pear Tree Polaris Foreign Value Small Cap has strong, long-tenured leadership and a time-tested process, contributing to a Morningstar Analyst Rating of Bronze for each share class despite the high fees inherent in small international equities.
Pear Tree Polaris Fgn Val Sm Cap Instl QUSIX
NAV / 1-Day Return
17.38
/
0.17
%
Total Assets
1.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.070%
Expense Ratio
1.070%
Fee Level
Average
Longest Manager Tenure
13.23
years
Category
Foreign Small/Mid Value
Investment Style
Mid ValueMin. Initial Investment
1,000,000
Status
Open
TTM Yield
3.34%
Turnover
35%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will QUSIX 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 QUSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the QUSIX 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 QUSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A good option for its pricey niche.
