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Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund Ranking and Research

Ranking, Research and Recommendation of Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) ManagerFund Manager - Bernard Horn, Jr.

Fund Manager Information

Fund Manager Tenure: 11.3 years
Similar Funds: QUSOX 
Fund Family: Pear Tree Funds
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) ProfilePear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Profile

Fund Profile and Description

Pear Tree Polaris Fgn Val Sm Cap Instl Fund seeks long-term growth of capital and income. Pear Tree Polaris Fgn Val Sm Cap Instl Fund normally invests at least 80% of total assets in common stocks of foreign markets issuers. It generally invests in foreign markets issuers in Europe, Australia, and the larger capital markets of the Far East; it also may invest without limit in emerging markets issuers. Pear Tree Polaris Fgn Val Sm Cap Instl Fund invests in common stocks such as securities with common stock characteristics such as depositary receipts, participatory notes, warrants and rights. It invests at least 80% of total assets in stocks of small cap companies. Pear Tree Polaris Fgn Val Sm Cap Instl Fund is non-diversified.

 

Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund Strength What we like about Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

Data for Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) as of May 30, 2016

  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) management has been with Pear Tree Polaris Fgn Val Sm Cap Instl Fund for 11.3 years
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has good mid-term performance (3-year return 6.90% vs 5.24% Foreign Small/Mid Value category median performance)
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has good Long-term performance (5-year return 5.77% vs 3.92% Foreign Small/Mid Value category median performance)
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) ratio of up-years vs down years is greater than 2
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has a Morningstar rating of 4 and above
  • Asset base in Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has an annual stock turnover rate of 8.00% vs Foreign Small/Mid Value average of 42.84%. It is good that Pear Tree Polaris Fgn Val Sm Cap Instl management does not trade extensively for its return.
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.22, lower than category average of 12.78
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has a lower expense ratio than its Foreign Small/Mid Value average: 1.30% vs 1.31%
  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Weakness What we are cautious about Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

Data for Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) as of May 30, 2016

  • Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) has a less-than-ideal short-term performance (1-year return -9.15% vs -7.62% Foreign Small/Mid Value category median performance)
See Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pear Tree Polaris Fgn Val Sm Cap Instl0.89-9.156.905.77
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Net Asset TrackingPear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund Net Asset

Track net asset change of Pear Tree Polaris Fgn Val Sm Cap Instl fund (QUSIX)

DateNet Asset
05/2016$557.11M
03/2016$554.36M
02/2016$524.23M
More historic net asset information on Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)

  

Graph of Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Portfolio TrackingPear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund Portfolio Allocation

Track portfolio allocation change of Pear Tree Polaris Fgn Val Sm Cap Instl fund (QUSIX)

DateCashStockBondOther
05/20161.24%98.75%0%0.01%
03/20163.15%96.85%0%0%
01/20164.36%95.64%0%0%
Click here to see more historic asset allocation information on Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)

 

graph of Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Top 10 Position TrackingTop 10 Holdings in Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

Discover what Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) manager is buying

May 30, 2016
DFDS A/S [2.93%]
WorleyParsons Ltd [2.79%]
Sixt SE [2.3%]
EQUATORIAL ON NM [2.2%]
BBA Aviation PLC [2.15%]
THAI UNION FROZEN -R [2.06%]
UDG Healthcare PLC [2.02%]
Kindred Biosciences, Inc. [1.98%]
ARCADIS NV ORD [1.97%]

Mar 30, 2016
THAI UNION FROZEN -R [2.56%]
EQUATORIAL ON NM [2.43%]
WorleyParsons Ltd [2.42%]
DFDS A/S [2.17%]
MANIAL WATER COMPANY [2.15%]
Sixt SE [2.13%]
BBA Aviation PLC [2.06%]
UDG Healthcare PLC [1.99%]
LOOMIS AB [1.93%]

Jan 30, 2016
THAI UNION FROZEN -R [2.35%]
DFDS A/S [2.23%]
Lancashire Holdings Ltd [2.15%]
KRBL LTD. [2.15%]
LOOMIS AB [2.14%]
DAICEL CHEMICAL INDS [2.05%]
Greencore Group PLC [2%]
EQUATORIAL ON NM [2%]
MANIAL WATER COMPANY [1.97%]
DKSH HOLDING [1.95%]
Click here for Stock Holding Change Map in Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)

  

Latest News on Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

See what is happening with Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX)

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Pear Tree Polaris Fgn Val Sm Cap Instl Fund (QUSIX) Related ResourcesSee more information on Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX) Fund

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