Pear Tree Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.008.69
    Category Average-2.804.8423.49-15.788.62
    Assets for Each Yr*2.542.423.514.305.02
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.69 7.64 3.24

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,018 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 5.20 1.11 Average
    International Stock 4.8 94.80 1.95 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.19
    Apple Inc* Technology 29.90 0.17
    Alphabet Inc Class C* Technology 11.17 0.12
    Medtronic PLC* Healthcare 17.73 0.11
    Costco Wholesale Corp* Consumer Defensive 35.11 0.10
    Alphabet Inc A* Technology 10.39 0.09
    Anthem Inc* Healthcare -0.25 0.08
    UnitedHealth Group Inc* Healthcare -6.62 0.08
    Texas Instruments Inc* Technology 29.74 0.08
    Cabot Corp* Basic Materials -10.15 0.07
    Air Lease Corp Class A* Industrials 29.96 0.07
    Continental Building Products In* Basic Materials -5.15 0.07
    Merck & Co Inc* Healthcare 12.60 0.06
    Knight-Swift Transportation Hold* Industrials 29.12 0.06
    Ameris Bancorp* Financial Services 11.15 0.06
    WESCO International Inc* Industrials -11.00 0.06
    United Technologies Corp* Industrials 17.98 0.06
    TJX Companies Inc* Consumer Cyclical 20.13 0.06

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 11.20
    Pear Tree Polaris Fg Sumanta Biswas 7.90
    Pear Tree Quality Or Mark D. Tindall 7.60
    Pear Tree Polaris Sm Sumanta Biswas 4.20
    Pear Tree Axiom Emer Andrew H. Jacobson 0.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Andrew H. Jacobson 0.70
    Pear Tree Polaris Sm Sumanta Biswas 4.20
    Pear Tree Quality Or Mark D. Tindall 7.60
    Pear Tree Polaris Fg Sumanta Biswas 7.90
    Pear Tree Polaris Fo Bernard R. Horn 11.20