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Pear Tree Polaris Fgn Val Sm Cap Ord QUSOX

Analyst rating as of
NAV / 1-Day Return
16.09  /  0.86 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.430%
Expense Ratio
1.430%
Fee Level
Above Average
Longest Manager Tenure
13.74 years
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.85%
Turnover
35%
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Morningstar’s Analysis

Will QUSOX outperform in future?

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

A good option for its pricey niche.

Summary

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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.

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