Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-1.415.3126.51-13.93--
    Category Average-2.714.6623.63-15.734.64
    Assets for Each Yr*2.542.423.514.304.30
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -13.94 4.67 1.89

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,303 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 6.24 1.14 Average
    International Stock 4.9 93.76 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 0.23
    UnitedHealth Group Inc* Healthcare 6.58 0.15
    Accenture PLC A* Technology 6.69 0.13
    Johnson & Johnson* Healthcare 1.27 0.11
    Anthem Inc* Healthcare 1.33 0.10
    Qualcomm Inc* Technology -2.88 0.10
    American Express Co* Financial Services 5.82 0.09
    US Bancorp* Financial Services 9.89 0.09
    Wells Fargo & Co* Financial Services 8.53 0.09
    Merck & Co Inc* Healthcare -0.71 0.08
    Deckers Outdoor Corp* Consumer Cyclical -7.10 0.07
    Nexeo Solutions Inc* Basic Materials 6.17 0.07
    Texas Instruments Inc* Technology 5.21 0.07
    ALLETE Inc* Utilities -1.23 0.06
    Central Pacific Financial Corp* Financial Services 9.03 0.06
    Bryn Mawr Bank Corp* Financial Services 10.47 0.06
    EPR Properties* RealEstate 10.42 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 8.96 0.06
    Sanderson Farms Inc* Consumer Defensive 21.67 0.06
    Mastercard Inc A* Financial Services 7.25 0.05

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.60
    Pear Tree Polaris Fg Sumanta Biswas 7.30
    Pear Tree Quality Or Mark D. Tindall 5.60
    Pear Tree Polaris Sm Sumanta Biswas 3.70
    Pear Tree Axiom Emer Bradley Amoils 0.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.10
    Pear Tree Polaris Sm Sumanta Biswas 3.70
    Pear Tree Quality Or Mark D. Tindall 5.60
    Pear Tree Polaris Fg Sumanta Biswas 7.30
    Pear Tree Polaris Fo Bernard R. Horn 10.60