Pear Tree Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.3424.06
    Category Average20.67-4.58-2.894.7221.45
    Assets for Each Yr*1.842.242.582.473.52
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 24.06 8.04 9.85

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,521 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 7.22 1.20 Average
    International Stock 4.1 92.78 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 37.99 0.28
    Apple Inc* Technology 48.36 0.22
    Oracle Corp* Technology 30.87 0.21
    UnitedHealth Group Inc* Healthcare 41.71 0.19
    Samson Holding Ltd* Consumer Cyclical 0.00 0.18
    Johnson & Johnson* Healthcare 24.91 0.17
    Alphabet Inc A* Technology 32.42 0.15
    American Express Co* Financial Services 34.80 0.13
    3M Co* Industrials 35.99 0.13
    Ameris Bancorp* Financial Services 8.60 0.12
    Philip Morris International Inc* Consumer Defensive 19.95 0.12
    Alphabet Inc C* Technology 34.36 0.12
    Ferro Corp* Basic Materials 65.04 0.11
    Accenture PLC A* Technology 30.68 0.10
    Pinnacle Financial Partners Inc* Financial Services -3.09 0.10
    Medtronic PLC* Healthcare 15.71 0.10
    Qualcomm Inc* Technology 1.96 0.09
    Cognizant Technology Solutions C* Technology 28.98 0.09
    Web.com Group Inc* Technology 3.07 0.09
    EPR Properties* RealEstate -1.46 0.09

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 9.50
    Pear Tree Quality Or Robert A. von Pentz 6.90
    Pear Tree Polaris Fg Sumanta Biswas 6.20
    Pear Tree PanAgora R Edward Qian 4.20
    Pear Tree Polaris Sm Sumanta Biswas 2.50

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 1.40
    Pear Tree Polaris Sm Sumanta Biswas 2.50
    Pear Tree PanAgora R Edward Qian 4.20
    Pear Tree Polaris Fg Sumanta Biswas 6.20
    Pear Tree Quality Or Robert A. von Pentz 6.90