Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-9.45
    Category Average-4.63-2.714.6623.63-10.62
    Assets for Each Yr*2.202.542.423.514.58
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -9.45 5.76 3.70

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,578 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 6.57 1.14 Average
    International Stock 4.8 93.43 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 4.91 0.22
    Microsoft Corp* Technology 24.19 0.20
    UnitedHealth Group Inc* Healthcare 21.34 0.20
    Accenture PLC A* Technology 6.53 0.12
    Alphabet Inc A* Technology 0.11 0.12
    TJX Companies Inc* Consumer Cyclical 39.63 0.11
    Medtronic PLC* Healthcare 15.88 0.11
    Alphabet Inc Class C* Technology -0.26 0.11
    Wells Fargo & Co* Financial Services -11.34 0.10
    Costco Wholesale Corp* Consumer Defensive 26.54 0.10
    Cisco Systems Inc* Technology 18.22 0.10
    US Bancorp* Financial Services 2.59 0.09
    Cinemark Holdings Inc* Consumer Cyclical 21.45 0.08
    Cognizant Technology Solutions C* Technology -4.01 0.08
    Deckers Outdoor Corp* Consumer Cyclical 61.89 0.07
    United Technologies Corp* Industrials 2.68 0.07
    Insight Enterprises Inc* Technology 18.12 0.07
    Merck & Co Inc* Healthcare 34.23 0.07
    Avnet Inc* Technology 7.24 0.06
    Ameris Bancorp* Financial Services -8.98 0.06

    Best 5-Year Relative Performance | More
    11-14-18

    Worst 5-Year Relative Performance | More
    11-14-18

    Lowest Expenses | More
    11-14-18

    Highest Expenses | More
    11-14-18

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.50
    Pear Tree Polaris Fg Sumanta Biswas 7.10
    Pear Tree Quality Or Mark D. Tindall 5.40
    Pear Tree Polaris Sm Sumanta Biswas 3.50
    Pear Tree PanAgora E Nicholas Alonso 2.30

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 2.30
    Pear Tree Polaris Sm Sumanta Biswas 3.50
    Pear Tree Quality Or Mark D. Tindall 5.40
    Pear Tree Polaris Fg Sumanta Biswas 7.10
    Pear Tree Polaris Fo Bernard R. Horn 10.50