Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-1.69
    Category Average-4.63-2.714.6623.63-3.81
    Assets for Each Yr*2.202.542.423.514.61
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.69 6.48 8.21

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,605 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 5.73 1.14 Average
    International Stock 4.5 94.27 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 24.23 0.20
    Apple Inc* Technology 13.86 0.19
    Oracle Corp* Technology 3.66 0.17
    UnitedHealth Group Inc* Healthcare 18.09 0.15
    Johnson & Johnson* Healthcare -8.62 0.13
    Alphabet Inc A* Technology 14.34 0.12
    Alphabet Inc C* Technology 13.61 0.11
    Accenture PLC A* Technology 10.67 0.10
    Qualcomm Inc* Technology -6.94 0.09
    Deckers Outdoor Corp* Consumer Cyclical 39.45 0.08
    Continental Building Products In* Basic Materials 12.43 0.07
    Education Realty Trust Inc* RealEstate 21.45 0.07
    TJX Companies Inc* Consumer Cyclical 25.60 0.07
    Wells Fargo & Co* Financial Services -7.47 0.07
    ALLETE Inc* Utilities 5.82 0.06
    Brookline Bancorp Inc* Financial Services 17.77 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 5.23 0.06
    EPR Properties* RealEstate 4.32 0.06
    Greenbrier Companies Inc* Industrials 3.25 0.06
    Insight Enterprises Inc* Technology 29.25 0.06

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.10
    Pear Tree Quality Or Robert A. von Pentz 7.50
    Pear Tree Polaris Fg Sumanta Biswas 6.80
    Pear Tree Polaris Sm Sumanta Biswas 3.10
    Pear Tree PanAgora E Nicholas Alonso 1.90

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.90
    Pear Tree Polaris Sm Sumanta Biswas 3.10
    Pear Tree Polaris Fg Sumanta Biswas 6.80
    Pear Tree Quality Or Robert A. von Pentz 7.50
    Pear Tree Polaris Fo Bernard R. Horn 10.10