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Morningstar

Pear Tree Polaris Fgn Val Sm Cap Ord QUSOX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 14.81  /  0.60 %
  • Total Assets 934.8 Mil
  • Adj. Expense Ratio
    1.420%
  • 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%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:15 PM GMT+0

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 fund’s success stems from an unconventional, rigorous philosophy and a devoted crew.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

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.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QUSOX

More QUSOX Holdings
  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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