Pear Tree is trading at 15.51 as of the 28th of November 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 15.44. Pear Tree has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Pear Tree Polaris are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations andor future cash flows. More on Pear Tree Polaris
Pear Tree Polaris [QUSIX] is traded in USA and was established 28th of November 2024. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Pear Tree Funds family. This fund at this time has accumulated 995.26 M in assets with minimum initial investment of 1000 K. Pear Tree Polaris is currently producing year-to-date (YTD) return of 2.68% with the current yeild of 0.02%, while the total return for the last 3 years was 0.61%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pear Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pear Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pear Tree Polaris Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Pear Mutual Fund
Pear Tree financial ratios help investors to determine whether Pear Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pear with respect to the benefits of owning Pear Tree security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance