Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than 5 billion at time of purchase. It also may invest in derivatives . The fund is non-diversified. Downside deviation of 0.96% indicates contained downside behavior. Beta of 0.94 is near the market average. It is managed by Pear Tree Funds.
Pear Tree Quality (QGIAX) currently is priced at $24.47 as of April 26, 2026, representing 0.95% up on the day after opening at $24.24. PEAR TREE currently exhibits 21% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, PEAR TREE has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores apply to the period beginning January 26, 2026 and ending April 26, 2026. Learn more.
Pear Tree Quality [QGIAX] is traded in USA. The fund is listed under the Large Blend category and is part of the Pear Tree Funds family. This fund at this time has accumulated 267.93 M in assets with a minimum initial investment of $1000 K. Pear Tree Quality is currently producing a year-to-date (YTD) return of 0.29%, while the total return for the last 3 years is 17.42%. PEAR TREE operates as a operator in the pear tree funds segment where revenue is driven by core operating activities and end-market demand within its industry. PEAR TREE financial stability analysis
Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress PEAR Mutual Fund expected return.
Investment funds like Pear Tree Quality Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.
The fund generated a five-year return of 11.0%. Pear Tree Quality maintains 97.05% of assets in stocks. This fund's last dividend was $0.17 per share. Pear Tree Quality reported $173.8 million in Total Assets and $267.9 million in Net Assets.
Investor Insights and Alerts
Shareholder alerts for PEAR TREE, a Large Blend mutual fund, flag conditions that may warrant re-evaluating your position. PEAR TREE distributes 0.7% in yield. A concise alert layer reduces the chance of ignoring material changes to dividend coverage or payout stability.
Pear Tree Quality generated a negative expected return over the last 90 days
Monitoring PEAR TREE's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Pear Tree Quality within Large Blend rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 26.8%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
The fund overview for PEAR TREE summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Pear Tree Funds, Large Blend Funds. The current allocation is approximately 97.0% equities and 3.0% cash. It is classified under Large Blend within the Pear Tree Funds family.
Methodology
Unless otherwise specified, data for Pear Tree Quality is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Pear Tree Quality market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: Reported figures may rely on public fund disclosures, holdings reports, and market data feeds and disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Reporting latency may occur. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Pear Tree Quality may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board