Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return-2.86-1.685.3426.41-1.92
    Category Average-4.58-2.894.7223.84-1.30
    Assets for Each Yr*2.242.582.473.583.86
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.92 6.90 7.83

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,860 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 6.39 1.20 Average
    International Stock 3.9 93.61 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 11.55 0.27
    Apple Inc* Technology -1.70 0.20
    Oracle Corp* Technology -1.42 0.18
    UnitedHealth Group Inc* Healthcare 6.96 0.17
    Johnson & Johnson* Healthcare -8.75 0.15
    Samson Holding Ltd* Consumer Cyclical 0.00 0.14
    Alphabet Inc A* Technology 2.27 0.13
    Alphabet Inc C* Technology 2.54 0.12
    Cisco Systems Inc* Technology 16.74 0.11
    Accenture PLC A* Technology 0.42 0.10
    Ameris Bancorp* Financial Services 8.51 0.09
    Medtronic PLC* Healthcare -0.48 0.09
    Cognizant Technology Solutions C* Technology 15.42 0.09
    Abbott Laboratories* Healthcare 4.70 0.08
    Qualcomm Inc* Technology -18.76 0.08
    American Express Co* Financial Services 2.20 0.08
    Deckers Outdoor Corp* Consumer Cyclical 10.90 0.08
    Knight-Swift Transportation Hold* Industrials -0.43 0.08
    Phibro Animal Health Corp Class * Healthcare 31.64 0.08
    Kforce Inc* Industrials 12.95 0.08

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 9.90
    Pear Tree Quality Or Robert A. von Pentz 7.20
    Pear Tree Polaris Fg Sumanta Biswas 6.60
    Pear Tree PanAgora R Edward Qian 4.60
    Pear Tree Polaris Sm Sumanta Biswas 2.90

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.70
    Pear Tree Polaris Sm Sumanta Biswas 2.90
    Pear Tree PanAgora R Edward Qian 4.60
    Pear Tree Polaris Fg Sumanta Biswas 6.60
    Pear Tree Quality Or Robert A. von Pentz 7.20