Morningstar

Pear Tree Polaris Foreign Value Small Cap Fund Ordinary Class QUSOX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.68  /  +0.31 %
  • Fund Size $597.3M
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Small/Mid Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 2.39%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis QUSOX

Will QUSOX outperform in the 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 strategy remains reasonable despite recent setbacks.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Pear Tree Polaris Foreign Value Small Cap’s diligent investors ply a disciplined strategy, earning Above Average ratings for Process and People.

by Todd Trubey
Rated on Published on

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Portfolio Holdings QUSOX

More QUSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equatorial SA

4.47 26M
Utilities

D'Ieteren Group

4.05 24M
Consumer Cyclical

Umb Money Market Ii Special

3.83 23M
Cash and Equivalents

Kitz Corp

3.21 19M
Industrials

Krungthai Card PCL

2.90 17M
Financial Services

Elis SA

2.79 16M
Industrials

Thanachart Capital PCL

2.78 16M
Financial Services

EQB Inc

2.75 16M
Financial Services

Aalberts NV

2.63 16M
Industrials

De'Longhi SpA

2.62 15M
Consumer Cyclical

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