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Pear Tree Polaris Fgn Val Sm Cap Ord (QUSOX)

15.89
+0.19
+(1.21%)
At close: 8:03:59 PM EDT
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  • Previous Close 15.70
  • YTD Return 1.87%
  • Expense Ratio 1.42%
  • Category Foreign Small/Mid Value
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 788.77M
  • Beta (5Y Monthly) 1.02
  • Yield 2.43%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.37
  • 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.

Pear Tree Funds

Fund Family

Foreign Small/Mid Value

Fund Category

788.77M

Net Assets

2008-05-01

Inception Date

Performance Overview: QUSOX

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Trailing returns as of 3/28/2025. Category is Foreign Small/Mid Value.

YTD Return

QUSOX
1.87%
Category
14.60%
 

1-Year Return

QUSOX
2.79%
Category
46.89%
 

3-Year Return

QUSOX
1.27%
Category
6.61%
 

5-Year Return

QUSOX
6.80%
Category
9.96%
 

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Holdings: QUSOX

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Sector Weightings

SectorQUSOX
Industrials   24.26%
Technology   7.04%
Energy   5.32%
Utilities   3.23%
Real Estate   3.22%
Healthcare   2.45%

Recent News: QUSOX

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Research Reports: QUSOX

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