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Nasdaq - Delayed Quote USD

Pear Tree Polaris Small Cap Instl (QBNAX)

31.18
-0.02
(-0.06%)
At close: 8:04:25 PM EDT
Loading Chart for QBNAX
  • Previous Close 31.20
  • YTD Return -2.69%
  • Expense Ratio 1.08%
  • Category Small Value
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 88.06M
  • Beta (5Y Monthly) 0.95
  • Yield 1.11%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.38
  • Inception Date Nov 1, 2024

Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets (determined at the time of investment) in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts (“ADRs”) and foreign securities traded on U.S. exchanges.

Pear Tree Funds

Fund Family

Small Value

Fund Category

88.06M

Net Assets

2024-11-01

Inception Date

Performance Overview: QBNAX

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Trailing returns as of 4/14/2025. Category is Small Value.

YTD Return

QBNAX
2.69%
Category
26.79%
 

1-Year Return

QBNAX
0.94%
Category
71.02%
 

3-Year Return

QBNAX
5.29%
Category
9.35%
 

5-Year Return

QBNAX
16.68%
Category
12.17%
 

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Holdings: QBNAX

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Sector Weightings

SectorQBNAX
Industrials   21.72%
Technology   12.53%
Healthcare   5.82%
Real Estate   5.34%
Energy   4.02%
Utilities   0.00%

Recent News: QBNAX

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Research Reports: QBNAX

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