Pear Tree Funds Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-1.415.3126.51-14.007.86
    Category Average-2.714.6623.63-15.737.66
    Assets for Each Yr*2.542.423.514.304.80
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.86 9.99 3.97

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,795 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 5.58 1.14 Average
    International Stock 4.6 94.42 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 15.64 0.16
    Medtronic PLC* Healthcare 1.51 0.11
    Accenture PLC A* Technology 13.10 0.11
    Wells Fargo & Co* Financial Services 8.14 0.10
    American Express Co* Financial Services 12.14 0.09
    Cisco Systems Inc* Technology 15.35 0.09
    Cognizant Technology Solutions C* Technology 15.28 0.08
    Texas Instruments Inc* Technology 14.34 0.08
    Nexeo Solutions Inc* Basic Materials 19.38 0.07
    Natus Medical Inc* Healthcare -18.95 0.06
    ALLETE Inc* Utilities 5.57 0.06
    Avnet Inc* Technology 22.33 0.06
    Coca-Cola Co* Consumer Defensive -5.32 0.06
    Kforce Inc* Industrials 24.19 0.06
    Insight Enterprises Inc* Technology 37.96 0.06
    F N B Corp* Financial Services 25.51 0.06
    EPR Properties* RealEstate 17.87 0.06
    Diamondback Energy Inc* Energy 13.05 0.05
    Computer Programs and Systems In* Technology 31.99 0.05
    PetMed Express Inc* Consumer Defensive 2.24 0.05

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.70
    Pear Tree Polaris Fg Sumanta Biswas 7.40
    Pear Tree Quality Or Mark D. Tindall 5.60
    Pear Tree Polaris Sm Sumanta Biswas 3.70
    Pear Tree Axiom Emer Bradley Amoils 0.20

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Axiom Emer Bradley Amoils 0.20
    Pear Tree Polaris Sm Sumanta Biswas 3.70
    Pear Tree Quality Or Mark D. Tindall 5.60
    Pear Tree Polaris Fg Sumanta Biswas 7.40
    Pear Tree Polaris Fo Bernard R. Horn 10.70