Pear Tree Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.0013.36
    Category Average-2.804.8423.49-15.7811.77
    Assets for Each Yr*2.542.423.514.305.15
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 13.36 8.85 3.77

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,146 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 5.14 1.14 Average
    International Stock 4.7 94.86 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    3M Co* Industrials -9.07 0.09
    UnitedHealth Group Inc* Healthcare -4.59 0.08
    Cisco Systems Inc* Technology 30.65 0.08
    Texas Instruments Inc* Technology 17.20 0.08
    Tecnoglass Inc* Basic Materials -9.79 0.07
    Regal Beloit Corp* Industrials 9.79 0.07
    ALLETE Inc* Utilities 8.78 0.06
    Physicians Realty Trust* RealEstate 18.34 0.06
    WESCO International Inc* Industrials 8.21 0.06
    Air Lease Corp Class A* Industrials 26.75 0.06
    Computer Programs and Systems In* Technology 8.69 0.06
    F N B Corp* Financial Services 18.29 0.06
    Dime Community Bancshares Inc* Financial Services 9.66 0.06
    United Insurance Holdings Corp* Financial Services -13.36 0.05
    Winnebago Industries Inc* Consumer Cyclical 42.67 0.05
    Ameris Bancorp* Financial Services 14.71 0.05
    Knight-Swift Transportation Hold* Industrials 26.45 0.05
    Deckers Outdoor Corp* Consumer Cyclical 12.93 0.05
    Diamondback Energy Inc* Energy 19.48 0.05
    RBB Bancorp* Financial Services 12.86 0.04

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 11.00
    Pear Tree Polaris Fg Sumanta Biswas 7.60
    Pear Tree Quality Or Mark D. Tindall 7.40
    Pear Tree Polaris Sm Sumanta Biswas 4.00
    Pear Tree Axiom Emer Bradley Amoils 0.40

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.40
    Pear Tree Polaris Sm Sumanta Biswas 4.00
    Pear Tree Quality Or Mark D. Tindall 7.40
    Pear Tree Polaris Fg Sumanta Biswas 7.60
    Pear Tree Polaris Fo Bernard R. Horn 11.00