Pear Tree Polaris Foreign Value Small Cap relies on the strength of its disciplined, conservative approach and the execution of its small group of deeply committed investors, driving a Morningstar Analyst Rating of Bronze across all share classes.
- NAV / 1-Day Return 14.81 / 0.60 %
- Total Assets 934.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.420%
- 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 3.89%
- Turnover 18%
Morningstar’s Analysis QUSOX
Will QUSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 63
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 26.5