Pear Tree Polaris Fund Quote
| QUSIX Fund | USD 18.50 0.10 0.54% |
PerformanceVery Strong
| Odds Of DistressLow
|
Pear Tree is trading at 18.50 as of the 13th of July 2025; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 18.6. Pear Tree has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 13th of June 2025 and ending today, the 13th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations andor future cash flows.. More on Pear Tree Polaris
Moving together with Pear Mutual Fund
Pear Mutual Fund Highlights
| Fund Concentration | Pear Tree Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, Pear Tree Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pear Tree Polaris [QUSIX] is traded in USA and was established 13th of July 2025. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Pear Tree Funds family. This fund at this time has accumulated 995.26 M in assets with minimum initial investment of 1000 K. Pear Tree Polaris is currently producing year-to-date (YTD) return of 24.38% with the current yeild of 0.03%, while the total return for the last 3 years was 15.01%.
Check Pear Tree Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pear Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pear Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pear Tree Polaris Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pear Tree Polaris Mutual Fund Constituents
| LOIMF | Loomis AB | Pink Sheet | Security & Protection Services | |
| DFDDF | DFDS AS | OTC Stock | US OTC Stock | |
| ARCVF | Arcadis NV | Pink Sheet | Engineering & Construction |
Pear Tree Polaris Risk Profiles
| Mean Deviation | 0.5678 | |||
| Standard Deviation | 0.814 | |||
| Variance | 0.6625 | |||
| Downside Variance | 0.1888 |
Pear Tree Against Markets
Other Information on Investing in Pear Mutual Fund
Pear Tree financial ratios help investors to determine whether Pear Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pear with respect to the benefits of owning Pear Tree security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |