Pear Tree Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return-2.84-1.415.3126.51-0.14
    Category Average-4.63-2.714.6623.63-1.62
    Assets for Each Yr*2.202.542.423.514.82
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.14 7.45 7.62

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,823 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 5.65 1.14 Average
    International Stock 4.5 94.35 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 0.21
    Alphabet Inc A* Technology 15.42 0.12
    Alphabet Inc C* Technology 14.77 0.11
    Qualcomm Inc* Technology 5.05 0.10
    Accenture PLC A* Technology 8.58 0.09
    Cisco Systems Inc* Technology 22.25 0.08
    Deluxe Corp* Industrials -22.64 0.07
    Wells Fargo & Co* Financial Services -0.99 0.07
    US Bancorp* Financial Services 0.58 0.07
    Regal Beloit Corp* Industrials 8.60 0.07
    International Bancshares Corp* Financial Services 17.71 0.06
    RBB Bancorp* Financial Services 8.26 0.06
    Diamondback Energy Inc* Energy -4.61 0.06
    United Technologies Corp* Industrials 7.03 0.06
    Natus Medical Inc* Healthcare -4.58 0.06
    Asbury Automotive Group Inc* Consumer Cyclical 16.80 0.06
    Cambrex Corp* Healthcare 32.19 0.06
    Dril-Quip Inc* Energy 4.30 0.06
    Insight Enterprises Inc* Technology 41.19 0.06
    Air Lease Corp Class A* Industrials -5.05 0.06

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree Polaris Fo Bernard R. Horn 10.20
    Pear Tree Polaris Fg Sumanta Biswas 8.90
    Pear Tree Quality Or Mark D. Tindall 5.10
    Pear Tree Polaris Sm Sumanta Biswas 3.20
    Pear Tree PanAgora E Nicholas Alonso 2.00

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pear Tree PanAgora E Nicholas Alonso 2.00
    Pear Tree Polaris Sm Sumanta Biswas 3.20
    Pear Tree Quality Or Mark D. Tindall 5.10
    Pear Tree Polaris Fg Sumanta Biswas 8.90
    Pear Tree Polaris Fo Bernard R. Horn 10.20