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Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund (GEOSX)

11.93
-0.57
(-4.56%)
At close: 8:03:49 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

Under normal market conditions, fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of clean-tech companies. A clean-tech company is a company that the fund’s sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.

Fund Overview

Category World Small/Mid Stock
Fund Family Pear Tree Funds
Net Assets 41.63M
YTD Return -1.88%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 2017

Performance & Risk

YTD Return -10.50%
5y Average Return 10.19%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.42
Morningstar Risk Rating

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