Morningstar

Pear Tree Polaris Fgn Val Sm Cap R6 QUSRX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 12.21  /  +1.08 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.25%
  • Turnover 21%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0

Morningstar’s Analysis QUSRX

Will QUSRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QUSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QUSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QUSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy remains intact.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

At Pear Tree Polaris Foreign Value Small Cap, a small group of seasoned investors plies a distinctive approach. The strategy earns Above Average ratings for both Process and People. There has been no direct change to this strategy, but on Aug. 7, 2024, subadvisor Polaris Capital Management announced that portfolio manager Sumanta Biswas will no longer manage its other strategies after 2024 owing to a health-related issue. He plans to remain with the firm and serve as a portfolio manager on this strategy, which he has led with portfolio manager Bin Xiao since its inception in May 2008.

by Todd Trubey
Rated on Published on

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Portfolio Holdings QUSRX

More QUSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Defensive

Umb Money Market Ii Special

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Cash and Equivalents

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Basic Materials

Daicel Corp

2.51 24.8 Mil
Basic Materials

goeasy Ltd

2.50 24.6 Mil
Financial Services

Aalberts NV

2.48 24.5 Mil
Industrials

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