Pear Tree Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.345.68
    Category Average20.67-4.58-2.894.724.58
    Assets for Each Yr*1.842.242.582.472.55
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.68 0.80 7.20

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,554 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 9.26 1.20 Average
    International Stock 3.8 90.74 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 5.20 0.32
    Oracle Corp* Technology 16.51 0.24
    Apple Inc* Technology 21.92 0.24
    Cisco Systems Inc* Technology 13.63 0.20
    UnitedHealth Group Inc* Healthcare 3.49 0.19
    Alphabet Inc A* Technology 5.39 0.19
    American Express Co* Financial Services 5.99 0.18
    Johnson & Johnson* Healthcare 9.61 0.18
    Ameris Bancorp* Financial Services 2.06 0.16
    3M Co* Industrials 7.90 0.14
    Alphabet Inc C* Technology 5.52 0.14
    Qualcomm Inc* Technology -11.89 0.13
    EPR Properties* RealEstate 2.63 0.13
    Philip Morris International Inc* Consumer Defensive 23.32 0.13
    BNC Bancorp* Financial Services 5.33 0.12
    Kforce Inc* Industrials 2.68 0.12
    Medtronic PLC* Healthcare 14.32 0.12
    Accenture PLC A* Technology 1.58 0.11
    Ferro Corp* Basic Materials 2.58 0.10
    Dupont Fabros Technology Inc* RealEstate 12.22 0.10

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 11.90
    Pear Tree Polaris Fg Sumanta Biswas 7.50
    Pear Tree Quality Or Robert A. von Pentz 6.20
    Pear Tree PanAgora R Edward Qian 3.50
    Pear Tree Polaris Sm Sumanta Biswas 1.80

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 0.60
    Pear Tree Polaris Sm Sumanta Biswas 1.80
    Pear Tree PanAgora R Edward Qian 3.50
    Pear Tree Quality Or Robert A. von Pentz 6.20
    Pear Tree Polaris Fg Sumanta Biswas 7.50