Pear Tree Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.0010.18
    Category Average-2.714.6623.63-15.739.54
    Assets for Each Yr*2.542.423.514.305.03
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 10.18 10.77 3.08

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,030 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 5.33 1.14 Average
    International Stock 4.7 94.67 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 20.11 0.14
    Alphabet Inc Class C* Technology 15.76 0.11
    Accenture PLC A* Technology 17.86 0.10
    Johnson & Johnson* Healthcare 7.97 0.10
    UnitedHealth Group Inc* Healthcare 3.58 0.09
    Wells Fargo & Co* Financial Services 12.54 0.09
    Alphabet Inc A* Technology 15.07 0.08
    American Express Co* Financial Services 18.61 0.08
    US Bancorp* Financial Services 13.63 0.08
    Computer Programs and Systems In* Technology 18.73 0.07
    Regal Beloit Corp* Industrials 17.27 0.07
    Texas Instruments Inc* Technology 17.24 0.07
    Bryn Mawr Bank Corp* Financial Services 10.61 0.06
    Central Pacific Financial Corp* Financial Services 17.74 0.06
    EPR Properties* RealEstate 17.96 0.06
    Dime Community Bancshares Inc* Financial Services 18.02 0.06
    ALLETE Inc* Utilities 8.12 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 2.66 0.06
    Kforce Inc* Industrials 16.11 0.06
    Physicians Realty Trust* RealEstate 14.10 0.06

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.80
    Pear Tree Polaris Fg Sumanta Biswas 7.50
    Pear Tree Quality Or Mark D. Tindall 5.70
    Pear Tree Polaris Sm Sumanta Biswas 3.80
    Pear Tree Axiom Emer Bradley Amoils 0.30

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.30
    Pear Tree Polaris Sm Sumanta Biswas 3.80
    Pear Tree Quality Or Mark D. Tindall 5.70
    Pear Tree Polaris Fg Sumanta Biswas 7.50
    Pear Tree Polaris Fo Bernard R. Horn 10.80