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Pear Tree Polaris Fgn Val Sm Cap Instl QUSIX

Analyst rating as of
NAV / 1-Day Return
17.01  /  0.65 %
Total Assets
985.0 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Average
Longest Manager Tenure
12.95 years
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.50%
Turnover
33%
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Morningstar’s Analysis

Will QUSIX outperform in future?

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

A worthy option for its niche.

Summary

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Pear Tree Polaris Foreign Value Small Cap has experienced leadership and a battle-tested process, contributing to a Morningstar Analyst Rating of Silver for its cheapest share class while the others earn a Bronze.

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