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Morningstar

Pear Tree Polaris Fgn Val Sm Cap Ord QUSOX

Morningstar Analyst Rating
Analyst rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 14.49  /  1.33 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.52%
  • Turnover 29%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis QUSOX

Will QUSOX 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 QUSOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QUSOX 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 QUSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This eclectic fund has delivered.

Associate Director

Summary

| by Christopher Franz

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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