Pear Tree Funds Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-9.70
    Category Average-4.63-2.714.6623.63-10.71
    Assets for Each Yr*2.202.542.423.514.65
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family -9.70 6.11 3.25

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,651 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 6.63 1.14 Average
    International Stock 4.9 93.37 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Accenture PLC A* Technology 5.43 0.12
    Medtronic PLC* Healthcare 20.33 0.11
    TJX Companies Inc* Consumer Cyclical 22.52 0.11
    Qualcomm Inc* Technology -6.04 0.11
    Cisco Systems Inc* Technology 26.29 0.10
    Wells Fargo & Co* Financial Services -18.61 0.10
    Abbott Laboratories* Healthcare 29.05 0.07
    United Technologies Corp* Industrials -3.98 0.07
    United Insurance Holdings Corp* Financial Services 7.13 0.06
    ALLETE Inc* Utilities 11.51 0.06
    Hercules Capital Inc* Financial Services -1.68 0.06
    Central Pacific Financial Corp* Financial Services -9.52 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 1.03 0.06
    International Bancshares Corp* Financial Services -8.89 0.06
    Nexeo Solutions Inc* Basic Materials 0.66 0.06
    Natus Medical Inc* Healthcare -15.00 0.05
    Honeywell International Inc* Industrials -4.59 0.04
    Pfizer Inc* Healthcare 25.68 0.04
    Becton, Dickinson and Co* Healthcare 11.45 0.04
    BOK Financial Corp* Financial Services -11.46 0.04

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

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

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.50
    Pear Tree Polaris Fg Sumanta Biswas 7.20
    Pear Tree Quality Or Mark D. Tindall 5.50
    Pear Tree Polaris Sm Sumanta Biswas 3.60
    Pear Tree PanAgora E Bradley Amolis 0.00

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Bradley Amolis 0.00
    Pear Tree Polaris Sm Sumanta Biswas 3.60
    Pear Tree Quality Or Mark D. Tindall 5.50
    Pear Tree Polaris Fg Sumanta Biswas 7.20
    Pear Tree Polaris Fo Bernard R. Horn 10.50