Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-1.27
    Category Average-4.63-2.714.6623.63-3.83
    Assets for Each Yr*2.202.542.423.514.82
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.27 9.33 7.68

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,823 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 6.13 1.14 Average
    International Stock 4.7 93.87 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-17-18

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 5.22 0.17
    UnitedHealth Group Inc* Healthcare 20.85 0.16
    Accenture PLC A* Technology 12.59 0.10
    Qualcomm Inc* Technology 17.23 0.09
    Wells Fargo & Co* Financial Services -8.49 0.08
    Cisco Systems Inc* Technology 25.48 0.08
    Costco Wholesale Corp* Consumer Defensive 25.53 0.08
    CoBiz Financial Inc* Financial Services 16.83 0.06
    Physicians Realty Trust* RealEstate -0.44 0.06
    EPR Properties* RealEstate 10.48 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 11.48 0.06
    Ameris Bancorp* Financial Services -1.56 0.06
    WESCO International Inc* Industrials -11.45 0.06
    International Bancshares Corp* Financial Services 18.59 0.06
    Deckers Outdoor Corp* Consumer Cyclical 40.11 0.06
    Colony Bankcorp Inc* Financial Services 22.95 0.06
    Diamondback Energy Inc* Energy -2.62 0.05
    Abbott Laboratories* Healthcare 20.05 0.05
    F N B Corp* Financial Services -1.74 0.05

    Best 5-Year Relative Performance | More
    09-17-18

    Worst 5-Year Relative Performance | More
    09-17-18

    Lowest Expenses | More
    09-17-18

    Highest Expenses | More
    09-17-18

    Longest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.30
    Pear Tree Polaris Fg Sumanta Biswas 7.00
    Pear Tree Quality Or Mark D. Tindall 5.20
    Pear Tree Polaris Sm Sumanta Biswas 3.30
    Pear Tree PanAgora E Nicholas Alonso 2.10

    Shortest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 2.10
    Pear Tree Polaris Sm Sumanta Biswas 3.30
    Pear Tree Quality Or Mark D. Tindall 5.20
    Pear Tree Polaris Fg Sumanta Biswas 7.00
    Pear Tree Polaris Fo Bernard R. Horn 10.30