Pear Tree Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return24.27-2.86-1.685.3411.21
    Category Average20.67-4.58-2.894.729.52
    Assets for Each Yr*1.842.242.582.472.72
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 11.21 2.66 8.43

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,719 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.6 8.67 1.20 Average
    International Stock 3.9 91.33 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 11.41 0.32
    Oracle Corp* Technology 16.96 0.24
    Apple Inc* Technology 33.99 0.24
    Alphabet Inc A* Technology 21.66 0.19
    UnitedHealth Group Inc* Healthcare 9.55 0.18
    Johnson & Johnson* Healthcare 11.15 0.18
    Cisco Systems Inc* Technology 6.35 0.18
    American Express Co* Financial Services 4.78 0.17
    Ameris Bancorp* Financial Services 2.06 0.15
    Samson Holding Ltd* Consumer Cyclical 0.00 0.14
    Philip Morris International Inc* Consumer Defensive 28.17 0.13
    3M Co* Industrials 12.48 0.13
    Alphabet Inc C* Technology 22.03 0.13
    Qualcomm Inc* Technology -8.27 0.13
    EPR Properties* RealEstate 0.96 0.12
    BNC Bancorp* Financial Services 1.10 0.11
    Ferro Corp* Basic Materials 22.47 0.11
    Kforce Inc* Industrials -19.18 0.11
    Medtronic PLC* Healthcare 18.52 0.11
    Deckers Outdoor Corp* Consumer Cyclical 7.10 0.10

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Lowest Expenses | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 12.10
    Pear Tree Polaris Fg Sumanta Biswas 9.10
    Pear Tree Quality Or Robert A. von Pentz 6.30
    Pear Tree PanAgora R Edward Qian 3.70
    Pear Tree Polaris Sm Sumanta Biswas 2.00

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 0.80
    Pear Tree Polaris Sm Sumanta Biswas 2.00
    Pear Tree PanAgora R Edward Qian 3.70
    Pear Tree Quality Or Robert A. von Pentz 6.30
    Pear Tree Polaris Fg Sumanta Biswas 9.10