Pear Tree Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.005.06
    Category Average-2.804.8423.49-15.784.97
    Assets for Each Yr*2.542.423.514.304.83
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.06 6.01 2.06

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,826 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 5.07 1.11 Average
    International Stock 4.7 94.93 1.95 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 0.15
    Accenture PLC Class A* Technology 31.88 0.09
    Continental Building Products In* Basic Materials -4.79 0.07
    Dril-Quip Inc* Energy 44.72 0.06
    Regal Beloit Corp* Industrials 14.36 0.06
    Hercules Capital Inc* Financial Services 21.72 0.06
    Cinemark Holdings Inc* Consumer Cyclical 8.60 0.05
    ALLETE Inc* Utilities 12.26 0.05
    Insight Enterprises Inc* Technology 38.45 0.05
    EPR Properties* RealEstate 25.59 0.05
    Ameris Bancorp* Financial Services 20.90 0.05
    Natus Medical Inc* Healthcare -28.36 0.04
    Ferro Corp* Basic Materials -3.25 0.04
    PetMed Express Inc* Consumer Defensive -23.77 0.04
    Abbott Laboratories* Healthcare 16.22 0.04
    Globant SA* Technology 80.72 0.00

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 11.00
    Pear Tree Polaris Fg Sumanta Biswas 7.70
    Pear Tree Quality Or Mark D. Tindall 7.50
    Pear Tree Polaris Sm Sumanta Biswas 4.10
    Pear Tree Axiom Emer Bradley Amoils 0.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.50
    Pear Tree Polaris Sm Sumanta Biswas 4.10
    Pear Tree Quality Or Mark D. Tindall 7.50
    Pear Tree Polaris Fg Sumanta Biswas 7.70
    Pear Tree Polaris Fo Bernard R. Horn 11.00