Pear Tree Funds Fund Family Report
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  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.0011.02
    Category Average-2.804.8423.49-15.7810.78
    Assets for Each Yr*2.542.423.514.305.10
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 11.02 10.25 2.96

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,101 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 5.07 1.11 Average
    International Stock 4.7 94.93 1.95 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    3M Co* Industrials -7.52 0.10
    Medtronic PLC* Healthcare 10.26 0.10
    Johnson & Johnson* Healthcare 5.50 0.09
    Kforce Inc* Industrials 16.91 0.07
    Texas Instruments Inc* Technology 26.84 0.07
    Hercules Capital Inc* Financial Services 23.35 0.06
    Cabot Corp* Basic Materials 7.92 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 26.76 0.06
    Cisco Systems Inc* Technology 36.12 0.06
    Cognizant Technology Solutions C* Technology 4.38 0.06
    WESCO International Inc* Industrials 4.54 0.06
    Coca-Cola Co* Consumer Defensive 11.76 0.05
    Central Pacific Financial Corp* Financial Services 25.75 0.05
    Ameris Bancorp* Financial Services 23.62 0.05
    ALLETE Inc* Utilities 15.50 0.05
    F N B Corp* Financial Services 21.85 0.05
    Dime Community Bancshares Inc* Financial Services 14.37 0.05
    Diamondback Energy Inc* Energy 19.89 0.05
    Univar Inc* Basic Materials 20.86 0.05

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 11.10
    Pear Tree Polaris Fg Sumanta Biswas 7.80
    Pear Tree Quality Or Mark D. Tindall 7.50
    Pear Tree Polaris Sm Sumanta Biswas 4.10
    Pear Tree Axiom Emer Bradley Amoils 0.60

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.60
    Pear Tree Polaris Sm Sumanta Biswas 4.10
    Pear Tree Quality Or Mark D. Tindall 7.50
    Pear Tree Polaris Fg Sumanta Biswas 7.80
    Pear Tree Polaris Fo Bernard R. Horn 11.10