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Pear Tree Quality Institutional (QGIAX)

27.00 +0.07 (+0.26%)
At close: 8:06 AM EDT

Investment Information

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

Broker Availability

  • Commonwealth Universe
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

Fund Overview

Category Large Blend
Fund Family Pear Tree Funds
Net Assets 318.87M
YTD Return 10.23%
Yield 0.52%
Morningstar Rating
Inception Date Mar 25, 1991

Performance & Risk

YTD Return 14.65%
5y Average Return 16.26%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

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