Pear Tree Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.348.08
    Category Average20.67-4.58-2.894.727.24
    Assets for Each Yr*1.842.242.582.472.65
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.08 1.85 7.74

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,647 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 8.90 1.20 Average
    International Stock 3.8 91.10 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 9.30 0.32
    Oracle Corp* Technology 17.50 0.24
    Apple Inc* Technology 24.51 0.24
    Alphabet Inc A* Technology 10.91 0.19
    UnitedHealth Group Inc* Healthcare 8.07 0.18
    Johnson & Johnson* Healthcare 7.36 0.18
    Cisco Systems Inc* Technology 11.95 0.18
    American Express Co* Financial Services 9.46 0.17
    Ameris Bancorp* Financial Services 9.06 0.15
    Samson Holding Ltd* Consumer Cyclical 0.00 0.14
    Philip Morris International Inc* Consumer Defensive 23.98 0.13
    3M Co* Industrials 9.43 0.13
    Alphabet Inc C* Technology 11.78 0.13
    Qualcomm Inc* Technology -18.19 0.13
    EPR Properties* RealEstate 5.80 0.12
    BNC Bancorp* Financial Services 8.46 0.11
    Ferro Corp* Basic Materials 10.26 0.11
    Kforce Inc* Industrials -0.78 0.11
    Medtronic PLC* Healthcare 13.83 0.11
    Deckers Outdoor Corp* Consumer Cyclical 5.33 0.10

    Best 5-Year Relative Performance | More
    04-24-17

    Worst 5-Year Relative Performance | More
    04-24-17

    Lowest Expenses | More
    04-24-17

    Highest Expenses | More
    04-24-17

    Longest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 12.00
    Pear Tree Polaris Fg Sumanta Biswas 7.60
    Pear Tree Quality Or Robert A. von Pentz 6.20
    Pear Tree PanAgora R Edward Qian 3.60
    Pear Tree Polaris Sm Sumanta Biswas 1.90

    Shortest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 0.70
    Pear Tree Polaris Sm Sumanta Biswas 1.90
    Pear Tree PanAgora R Edward Qian 3.60
    Pear Tree Quality Or Robert A. von Pentz 6.20
    Pear Tree Polaris Fg Sumanta Biswas 7.60