Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.3418.65
    Category Average20.67-4.58-2.894.7216.25
    Assets for Each Yr*1.842.242.582.473.22
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.65 5.45 10.75

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,218 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 7.42 1.20 Average
    International Stock 4.6 92.58 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-18-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.54 0.29
    Oracle Corp* Technology 27.83 0.22
    Apple Inc* Technology 37.57 0.20
    UnitedHealth Group Inc* Healthcare 20.09 0.17
    Alphabet Inc A* Technology 16.88 0.17
    Johnson & Johnson* Healthcare 16.54 0.16
    Samson Holding Ltd* Consumer Cyclical 0.00 0.15
    Ameris Bancorp* Financial Services -0.11 0.13
    3M Co* Industrials 15.29 0.12
    American Express Co* Financial Services 16.55 0.12
    Alphabet Inc C* Technology 17.99 0.12
    Ferro Corp* Basic Materials 30.91 0.11
    Philip Morris International Inc* Consumer Defensive 28.33 0.11
    Pinnacle Financial Partners Inc* Financial Services -13.25 0.11
    EPR Properties* RealEstate -2.66 0.10
    Cisco Systems Inc* Technology 3.28 0.10
    Dupont Fabros Technology Inc* RealEstate 44.07 0.10
    Medtronic PLC* Healthcare 18.35 0.10
    VWR Corp* Healthcare 31.68 0.09
    Integrated Device Technology Inc* Technology -0.85 0.09

    Best 5-Year Relative Performance | More
    08-18-17

    Worst 5-Year Relative Performance | More
    08-18-17

    Lowest Expenses | More
    08-18-17

    Highest Expenses | More
    08-18-17

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 12.30
    Pear Tree Polaris Fg Sumanta Biswas 7.90
    Pear Tree Quality Or Robert A. von Pentz 6.60
    Pear Tree PanAgora R Edward Qian 3.90
    Pear Tree Polaris Sm Sumanta Biswas 2.20

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.00
    Pear Tree Polaris Sm Sumanta Biswas 2.20
    Pear Tree PanAgora R Edward Qian 3.90
    Pear Tree Quality Or Robert A. von Pentz 6.60
    Pear Tree Polaris Fg Sumanta Biswas 7.90