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Morningstar

Pear Tree Quality Ordinary USBOX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 23.82  /  +1.19 %
  • Total Assets 329.5 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.30%
  • Turnover 23%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis USBOX

Will USBOX 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 USBOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USBOX 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 USBOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Pear Tree Quality Ordinary's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USBOX

More USBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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