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Pear Tree Polaris Fgn Val Sm Cap Instl QUSIX

Analyst rating as of
  • NAV / 1-Day Return 14.23  /  0.42 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 4.90%
  • Turnover 29%

Morningstar’s Analysis QUSIX

Will QUSIX outperform in future?

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

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Associate Director

Summary

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Pear Tree Polaris Foreign Value Small Cap benefits from a stable management team and long-running approach to its niche market. Accordingly, the strategy retains its Morningstar Analyst Rating of Bronze across all share classes.

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