Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-0.61
    Category Average-4.63-2.714.6623.63-1.92
    Assets for Each Yr*2.202.542.423.514.12
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.61 6.44 7.62

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,115 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 6.32 1.14 Average
    International Stock 4.6 93.68 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.37 0.23
    Apple Inc* Technology 10.08 0.22
    Oracle Corp* Technology -5.92 0.20
    UnitedHealth Group Inc* Healthcare 16.13 0.16
    Alphabet Inc A* Technology 11.00 0.13
    Alphabet Inc C* Technology 10.42 0.12
    Accenture PLC A* Technology 5.14 0.11
    Kforce Inc* Industrials 38.57 0.10
    Medtronic PLC* Healthcare 8.07 0.10
    Qualcomm Inc* Technology -6.76 0.10
    Cisco Systems Inc* Technology 14.41 0.09
    Deckers Outdoor Corp* Consumer Cyclical 48.50 0.09
    Ameris Bancorp* Financial Services 17.84 0.08
    American Express Co* Financial Services -1.39 0.08
    TJX Companies Inc* Consumer Cyclical 25.27 0.08
    US Bancorp* Financial Services -4.70 0.08
    Wells Fargo & Co* Financial Services -9.81 0.08
    Costco Wholesale Corp* Consumer Defensive 14.00 0.07
    Air Lease Corp Class A* Industrials -11.06 0.07
    ALLETE Inc* Utilities 4.13 0.07

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.10
    Pear Tree Quality Or Robert A. von Pentz 7.40
    Pear Tree Polaris Fg Sumanta Biswas 6.70
    Pear Tree Polaris Sm Sumanta Biswas 3.10
    Pear Tree PanAgora E Nicholas Alonso 1.90

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.90
    Pear Tree Polaris Sm Sumanta Biswas 3.10
    Pear Tree Polaris Fg Sumanta Biswas 6.70
    Pear Tree Quality Or Robert A. von Pentz 7.40
    Pear Tree Polaris Fo Bernard R. Horn 10.10