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Pear Tree Polaris Foreign Value R6 (QFVRX)

10.86
+0.03
+(0.28%)
At close: 5:28:42 PM EDT
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  • Previous Close 10.83
  • YTD Return 5.49%
  • Expense Ratio 0.94%
  • Category Foreign Large Value
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.21B
  • Beta (5Y Monthly) 1.05
  • Yield 5.02%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.56
  • Inception Date May 15, 1998

Normally, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets.

Pear Tree Funds

Fund Family

Foreign Large Value

Fund Category

2.21B

Net Assets

1998-05-15

Inception Date

Performance Overview: QFVRX

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Trailing returns as of 4/15/2025. Category is Foreign Large Value.

YTD Return

QFVRX
5.49%
Category
11.56%
 

1-Year Return

QFVRX
1.74%
Category
35.63%
 

3-Year Return

QFVRX
3.79%
Category
5.74%
 

5-Year Return

QFVRX
12.11%
Category
8.25%
 

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Holdings: QFVRX

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Sector Weightings

SectorQFVRX
Industrials   16.78%
Technology   9.47%
Healthcare   8.46%
Energy   4.22%
Real Estate   0.00%
Utilities   0.00%

Recent News: QFVRX

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Research Reports: QFVRX

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