Morningstar

Pear Tree Mutual Funds

View all of Pear Tree’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Pear Tree Funds List

Share Class Type

1 to 16 of 16 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Pear Tree Quality InstitutionalQGIAXLarge Blend21.27%300.770%Above AverageInstitutional$1.0 Mil
Pear Tree Quality OrdinaryUSBOXLarge Blend20.92%371.140%HighNo Load$2,500
Pear Tree Polaris Fgn Val Sm Cap InstlQUSIXForeign Small/Mid Value9.50%811.050%AverageInstitutional$1.0 Mil
Pear Tree Polaris Fgn Val Sm Cap OrdQUSOXForeign Small/Mid Value9.24%831.420%Above AverageNo Load$2,500
Pear Tree Polaris Fgn Val Sm Cap R6QUSRXForeign Small/Mid Value9.51%801.020%Above AverageRetirement, Large$100,000
Pear Tree Polaris Small Cap InstlQBNAXSmall Value11.14%201.090%HighInstitutional$1.0 Mil
Pear Tree Polaris Small Cap OrdUSBNXSmall Value10.84%241.450%HighNo Load$2,500
Pear Tree Polaris Foreign Value InstlQFVIXForeign Large Value11.27%841.040%HighInstitutional$1.0 Mil
Pear Tree Polaris Foreign Value OrdQFVOXForeign Large Value10.95%891.410%HighNo Load$2,500
Pear Tree Polaris Intl Opps InstlQISIXForeign Small/Mid Blend6.20%930.840%LowInstitutional$1.0 Mil
Pear Tree Polaris Intl Opps OrdQISOXForeign Small/Mid Blend5.86%981.470%HighNo Load$2,500
Pear Tree Polaris Intl Opps R6QISRXForeign Small/Mid Blend6.19%940.990%Below AverageRetirement, Large$100,000
Pear Tree Essex Environmental Opps InsGEOSXMid-Cap Growth10.21%610.990%Above AverageInstitutional$1.0 Mil
Pear Tree Essex Environmental Opps OdnryEEOFXMid-Cap Growth10.07%631.240%HighNo Load$2,500
Pear Tree Essex Environmental Opps R6GEORXMid-Cap Growth10.33%610.950%HighRetirement, Large$100,000
Pear Tree Polaris Foreign Value R6QFVRXForeign Large Value11.31%840.940%HighRetirement, Large$100,000

Pear Tree Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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