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Pear Tree Polaris Foreign Value Small Cap Fund Ordinary Class (QUSOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign small/mid value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
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 small-cap foreign market issuers. It generally will be invested in issuers in fifteen or more foreign countries. The fund is non-diversified.


1 month+6.23% 3 years+11.77%
3 months+5.11% 5 years+12.56%
1 year+34.76% Since inception+8.17%
Data through --

Peer Comparisonvs. Foreign small/mid value

Performance 5-yr return+12.56%+9.40%
Expense ratio1.55%1.32%
Risk 5 year sharpe ratio1.150.82
Net assets$924.5M$1.3B
Average market cap$1.5B$2.8B
Average P/E13.914.7
Portfolio turnover46%46%

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Fund Management and Purchase Info

Fund familyPear Tree Funds
Fund manager & tenureBernard Horn / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


International stock94.99%
Fixed income2.37%
U.S. stock0.66%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.09%
Consumer goods 18.74%
Consumer service 17.38%
Business service 10.65%
Financial service 6.67%
Top 10 Holdings
Portfolio weighting
-- 2.22%
-- 2.13%
-- 2.08%
-- 2.08%
-- 2.04%
-- 2.02%
-- 2.00%
-- 2.00%
-- 1.97%
-- 1.97%