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.
Will QUSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of QUSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.