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Pear Tree Quality Ordinary USBOX

Quantitative rating as of
NAV / 1-Day Return
19.41  /  0.72 %
Total Assets
184.1 Mil
Adj. Expense Ratio
Expense Ratio
1.160%
Distribution Fee Level
High
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.22%
Turnover
31%

Morningstar’s Analysis USBOX

Will USBOX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Pear Tree Quality Ordinary's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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