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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 15.58  /  +0.58 %
  • Total Assets 992.3 Mil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.05%
  • Turnover 18%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

A good option in a niche area.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Pear Tree Polaris Foreign Value Small Cap combines a distinctive, conservative approach with a small group of seasoned investors to earn Above Average ratings for both 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 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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