Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return-2.86-1.685.3426.41--
    Category Average-4.58-2.894.7223.843.24
    Assets for Each Yr*2.242.582.473.583.58
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 26.42 9.40 9.59

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,578 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 7.01 1.20 Average
    International Stock 4.5 92.99 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 4.75 0.28
    Apple Inc* Technology 4.64 0.22
    Oracle Corp* Technology 5.12 0.21
    UnitedHealth Group Inc* Healthcare 3.71 0.19
    Samson Holding Ltd* Consumer Cyclical 0.00 0.18
    Johnson & Johnson* Healthcare 4.32 0.17
    Alphabet Inc A* Technology 7.33 0.15
    American Express Co* Financial Services 2.02 0.13
    3M Co* Industrials 3.87 0.13
    Ameris Bancorp* Financial Services 10.79 0.12
    Philip Morris International Inc* Consumer Defensive -1.09 0.12
    Alphabet Inc C* Technology 7.25 0.12
    Ferro Corp* Basic Materials 1.36 0.11
    Accenture PLC A* Technology 4.59 0.10
    Pinnacle Financial Partners Inc* Financial Services 3.39 0.10
    Medtronic PLC* Healthcare 5.82 0.10
    Web.com Group Inc* Technology 10.09 0.09
    Qualcomm Inc* Technology 2.12 0.09
    Cognizant Technology Solutions C* Technology 4.98 0.09
    EPR Properties* RealEstate -8.92 0.09

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 9.60
    Pear Tree Quality Or Robert A. von Pentz 7.00
    Pear Tree Polaris Fg Sumanta Biswas 6.30
    Pear Tree PanAgora R Edward Qian 4.40
    Pear Tree Polaris Sm Sumanta Biswas 2.60

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.50
    Pear Tree Polaris Sm Sumanta Biswas 2.60
    Pear Tree PanAgora R Edward Qian 4.40
    Pear Tree Polaris Fg Sumanta Biswas 6.30
    Pear Tree Quality Or Robert A. von Pentz 7.00