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Pear Tree Polaris Foreign Value Fund Class Ordinary (QFVOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital and income. 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 foreign markets issuers. It defines a foreign markets issuer to be an issuer 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. The fund generally will be invested in issuers in fifteen or more foreign countries. It is non-diversified.


1 month+2.21% 3 years+8.99%
3 months+3.41% 5 years+9.35%
1 year+22.34% Since inception+6.94%
Data through --

Peer Comparisonvs. Foreign large value

Performance 5-yr return+9.35%+7.14%
Expense ratio1.53%1.21%
Risk 5 year sharpe ratio0.810.62
Net assets$2.2B$1.6B
Average market cap$16.7B$33.9B
Average P/E15.315.9
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyPear Tree Funds
Fund manager & tenureBernard Horn / 19 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


International stock95.08%
U.S. stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 38.04%
Financial service 17.25%
Consumer goods 15.66%
Energy 11.17%
Business service 6.10%
Top 10 Holdings
Portfolio weighting
BBL BHP Billiton2.58%
-- 2.53%
-- 2.50%
-- 2.49%
-- 2.41%
-- 2.40%
-- 2.39%
-- 2.37%
-- 2.36%
-- 2.35%