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Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX)

16.10 -0.10 (-0.62%)
At close: 8:01 PM EST
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DELL
  • Previous Close 16.20
  • YTD Return 2.04%
  • Expense Ratio 1.05%
  • Category Foreign Small/Mid Value
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 967.36M
  • Beta (5Y Monthly) 1.03
  • Yield 2.43%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.39
  • Inception Date May 1, 2008

Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations and/or future cash flows. The fund is non-diversified.

Pear Tree Funds

Fund Family

Foreign Small/Mid Value

Fund Category

967.36M

Net Assets

2008-05-01

Inception Date

Performance Overview: QUSIX

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Trailing returns as of 11/6/2024. Category is Foreign Small/Mid Value.

YTD Return

QUSIX
2.04%
Category
14.60%
?

1-Year Return

QUSIX
20.58%
Category
46.89%
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3-Year Return

QUSIX
1.10%
Category
6.61%
?

5-Year Return

QUSIX
6.44%
Category
9.96%
?

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Holdings: QUSIX

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Top 10 Holdings (25.39% of Total Assets)

SymbolCompany% Assets
VTY.L
Vistry Group PLC 2.91%
EQB.TO
EQB Inc. 2.74%
DIE.BR
D'Ieteren Group SA 2.66%
INCH.L
Inchcape plc 2.62%
TGLS
Tecnoglass Inc. 2.61%
TCAP-F
TCAP-F 2.51%
AMUN.PA
Amundi S.A. 2.37%
ELIS.PA
Elis SA 2.36%
AALB.AS
Aalberts N.V. 2.33%
4202.T
Daicel Corporation 2.29%

Sector Weightings

Recent News: QUSIX

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Research Reports: QUSIX

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