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Pear Tree Polaris Foreign Value Ord (QFVOX) Fund Ranking and Research

Ranking, Research and Recommendation of Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

    Last Trade: $20.99 on 7/25/2017, Change: +0.10 (0.48%)

 

Graph of Pear Tree Polaris Foreign Value Ord Fund (QFVOX) ManagerFund Manager - Bernard Horn, Jr.

Fund Manager Information

Fund Manager Tenure: 19.2 years
Similar Funds: QFVIX 
Fund Family: Pear Tree Funds
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Pear Tree Polaris Foreign Value Ord Fund (QFVOX) ProfilePear Tree Polaris Foreign Value Ord Fund (QFVOX) Profile

Fund Profile and Description

Pear Tree Polaris Foreign Value Ord Fund seeks long-term growth of capital and income. Pear Tree Polaris Foreign Value Ord Fund invests at least 80% of total assets in common stocks of foreign markets issuers. A foreign markets issuer is one that is organized under the laws of a non-U.S. country, has a principal office in a non-U.S. country or derives at least 50% of gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. It is non-diversified.

 

Pear Tree Polaris Foreign Value Ord (QFVOX) Fund Strength What we like about Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

Data for Pear Tree Polaris Foreign Value Ord Fund (QFVOX) as of May 30, 2016

  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) management has been with Pear Tree Polaris Foreign Value Ord Fund for 19.2 years
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has good short-term performance (1-year return -8.19% vs -10.73% Foreign Large Value category median performance)
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has good mid-term performance (3-year return 2.90% vs 0.92% Foreign Large Value category median performance)
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has good Long-term performance (5-year return 4.10% vs 0.77% Foreign Large Value category median performance)
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has a Morningstar rating of 4 and above
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has an annual stock turnover rate of 13.00% vs Foreign Large Value average of 53.85%. It is good that Pear Tree Polaris Foreign Value Ord management does not trade extensively for its return.

Pear Tree Polaris Foreign Value Ord Fund (QFVOX) Weakness What we are cautious about Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

Data for Pear Tree Polaris Foreign Value Ord Fund (QFVOX) as of May 30, 2016

  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) ratio of up-years vs down years can be improved
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.18 that is higher than category average of 13.15
  • Pear Tree Polaris Foreign Value Ord Fund (QFVOX) has a higher expense ratio of 1.52% than its Foreign Large Value average of 1.21%
  • Even though Pear Tree Polaris Foreign Value Ord Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Pear Tree Polaris Foreign Value Ord Fund (QFVOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pear Tree Polaris Foreign Value Ord Fund (QFVOX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pear Tree Polaris Foreign Value Ord0.46-8.192.904.10
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Pear Tree Polaris Foreign Value Ord Fund (QFVOX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Pear Tree Polaris Foreign Value Ord Fund (QFVOX) Net Asset TrackingPear Tree Polaris Foreign Value Ord (QFVOX) Fund Net Asset

Track net asset change of Pear Tree Polaris Foreign Value Ord fund (QFVOX)

DateNet Asset
05/2016$1.63B
03/2016$1.63B
02/2016$1.51B
More historic net asset information on Pear Tree Polaris Foreign Value Ord Fund (QFVOX)

  

Graph of Pear Tree Polaris Foreign Value Ord Fund (QFVOX) Portfolio TrackingPear Tree Polaris Foreign Value Ord (QFVOX) Fund Portfolio Allocation

Track portfolio allocation change of Pear Tree Polaris Foreign Value Ord fund (QFVOX)

DateCashStockBondOther
05/20161.15%98.85%0%0%
03/20164.86%95.14%0%0%
01/20163.24%96.76%0%0%
Click here to see more historic asset allocation information on Pear Tree Polaris Foreign Value Ord Fund (QFVOX)

 

graph of Pear Tree Polaris Foreign Value Ord Fund (QFVOX) Top 10 Position TrackingTop 10 Holdings in Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

Discover what Pear Tree Polaris Foreign Value Ord Fund (QFVOX) manager is buying

May 30, 2016
WINCOR NIXDORF [3.03%]
Bellway PLC [2.96%]
KDDI CORP [2.93%]
INFOSYS LTD. [2.82%]
Barratt Developments PLC [2.82%]
Greencore Group PLC [2.76%]
Persimmon PLC [2.72%]
Deutsche Telekom AG [2.64%]
Hannover Rueck SE [2.52%]
Taylor Wimpey PLC [2.46%]

Mar 30, 2016
WINCOR NIXDORF [3.18%]
Greencore Group PLC [2.98%]
Bellway PLC [2.85%]
INFOSYS LTD. [2.79%]
Deutsche Telekom AG [2.72%]
KDDI CORP [2.71%]
Persimmon PLC [2.7%]
Barratt Developments PLC [2.65%]
Hannover Rueck SE [2.63%]
THAI OIL PUBLIC [2.61%]

Jan 30, 2016
Greencore Group PLC [3.26%]
Bellway PLC [3.18%]
Wincor Nixdorf AG [3.09%]
Barratt Developments PLC [2.99%]
INFOSYS LTD. [2.81%]
Deutsche Telekom AG [2.8%]
Persimmon PLC [2.78%]
KDDI CORP [2.69%]
Teva Pharmaceutical Industries [2.67%]
Symrise AG [2.56%]
Click here for Stock Holding Change Map in Pear Tree Polaris Foreign Value Ord Fund (QFVOX)

  

Latest News on Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

See what is happening with Pear Tree Polaris Foreign Value Ord Fund (QFVOX)

 

Pear Tree Polaris Foreign Value Ord Fund (QFVOX) Related ResourcesSee more information on Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

Popular pages on Pear Tree Polaris Foreign Value Ord (QFVOX) Fund

  

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