Pear Tree Funds Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return-2.86-1.685.3426.414.57
    Category Average-4.58-2.894.7223.844.68
    Assets for Each Yr*2.242.582.473.584.03
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.57 10.84 9.61

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,027 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 6.41 1.20 Average
    International Stock 4.5 93.59 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 7.45 0.27
    Oracle Corp* Technology 4.95 0.17
    Cisco Systems Inc* Technology 13.84 0.17
    Johnson & Johnson* Healthcare -7.02 0.16
    Apple Inc* Technology 1.46 0.16
    Alphabet Inc A* Technology 5.73 0.16
    Samson Holding Ltd* Consumer Cyclical 0.00 0.15
    UnitedHealth Group Inc* Healthcare 2.12 0.13
    American Express Co* Financial Services -1.47 0.13
    3M Co* Industrials -0.78 0.11
    Philip Morris International Inc* Consumer Defensive -1.83 0.11
    Coca-Cola Co* Consumer Defensive -5.54 0.10
    Knight-Swift Transportation Hold* Industrials 10.48 0.09
    Qualcomm Inc* Technology -0.97 0.09
    Procter & Gamble Co* Consumer Defensive -11.92 0.08
    Ameris Bancorp* Financial Services 12.97 0.08
    Air Lease Corp Class A* Industrials -5.36 0.08
    Accenture PLC A* Technology 4.81 0.08
    Kforce Inc* Industrials 11.68 0.08
    Greenbrier Companies Inc* Industrials -0.04 0.07

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 9.70
    Pear Tree Quality Or Robert A. von Pentz 7.10
    Pear Tree Polaris Fg Sumanta Biswas 6.40
    Pear Tree PanAgora R Edward Qian 4.50
    Pear Tree Polaris Sm Sumanta Biswas 2.70

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.60
    Pear Tree Polaris Sm Sumanta Biswas 2.70
    Pear Tree PanAgora R Edward Qian 4.50
    Pear Tree Polaris Fg Sumanta Biswas 6.40
    Pear Tree Quality Or Robert A. von Pentz 7.10