Pear Tree Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.3420.76
    Category Average20.67-4.58-2.894.7219.14
    Assets for Each Yr*1.842.242.582.473.36
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 20.76 7.27 9.59

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,364 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 7.19 1.20 Average
    International Stock 4.6 92.81 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.78 0.28
    Apple Inc* Technology 39.52 0.22
    Oracle Corp* Technology 30.82 0.21
    UnitedHealth Group Inc* Healthcare 29.56 0.19
    Samson Holding Ltd* Consumer Cyclical 0.00 0.18
    Johnson & Johnson* Healthcare 24.26 0.17
    Alphabet Inc A* Technology 27.80 0.15
    American Express Co* Financial Services 26.07 0.13
    3M Co* Industrials 24.21 0.13
    Ameris Bancorp* Financial Services 14.11 0.12
    Philip Morris International Inc* Consumer Defensive 26.42 0.12
    Alphabet Inc C* Technology 28.63 0.12
    Ferro Corp* Basic Materials 64.76 0.11
    Accenture PLC A* Technology 19.49 0.10
    Pinnacle Financial Partners Inc* Financial Services -2.28 0.10
    Medtronic PLC* Healthcare 12.23 0.10
    Qualcomm Inc* Technology -17.36 0.09
    Cognizant Technology Solutions C* Technology 32.50 0.09
    Web.com Group Inc* Technology 20.09 0.09
    EPR Properties* RealEstate 3.08 0.09

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Lowest Expenses | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 9.40
    Pear Tree Quality Or Robert A. von Pentz 6.70
    Pear Tree Polaris Fg Sumanta Biswas 6.10
    Pear Tree PanAgora R Edward Qian 4.10
    Pear Tree Polaris Sm Sumanta Biswas 2.40

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.20
    Pear Tree Polaris Sm Sumanta Biswas 2.40
    Pear Tree PanAgora R Edward Qian 4.10
    Pear Tree Polaris Fg Sumanta Biswas 6.10
    Pear Tree Quality Or Robert A. von Pentz 6.70