Pear Tree Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return---------0.53
    Category Average-4.63-2.714.6623.63-3.23
    Assets for Each Yr*2.202.542.423.514.96
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.53 11.35 6.83

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,957 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 6.35 1.14 Average
    International Stock 4.7 93.65 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 0.19
    UnitedHealth Group Inc* Healthcare 17.79 0.18
    Johnson & Johnson* Healthcare -2.32 0.17
    Alphabet Inc A* Technology 3.55 0.11
    Qualcomm Inc* Technology 3.26 0.11
    Alphabet Inc Class C* Technology 3.15 0.10
    US Bancorp* Financial Services -1.47 0.08
    Wells Fargo & Co* Financial Services -13.22 0.08
    Regal Beloit Corp* Industrials 1.64 0.07
    Integrated Device Technology Inc* Technology 56.44 0.07
    Abbott Laboratories* Healthcare 21.29 0.06
    Cambrex Corp* Healthcare 24.75 0.06
    Deckers Outdoor Corp* Consumer Cyclical 29.33 0.06
    RBB Bancorp* Financial Services -10.81 0.05
    Hercules Capital Inc* Financial Services 3.43 0.05
    F N B Corp* Financial Services -8.76 0.05
    EPR Properties* RealEstate 6.84 0.05
    Central Pacific Financial Corp* Financial Services -10.73 0.05
    NCI Building Systems Inc* Industrials -22.90 0.05
    Honeywell International Inc* Industrials 1.63 0.04

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.40
    Pear Tree Polaris Fg Sumanta Biswas 7.10
    Pear Tree Quality Or Mark D. Tindall 5.30
    Pear Tree Polaris Sm Sumanta Biswas 3.40
    Pear Tree PanAgora E Nicholas Alonso 2.20

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 2.20
    Pear Tree Polaris Sm Sumanta Biswas 3.40
    Pear Tree Quality Or Mark D. Tindall 5.30
    Pear Tree Polaris Fg Sumanta Biswas 7.10
    Pear Tree Polaris Fo Bernard R. Horn 10.40