Pear Tree is trading at 30.80 as of the 26th of November 2024; that is 1.32 percent up since the beginning of the trading day. The fund's open price was 30.4. Pear Tree has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 27th of October 2024 and ending today, the 26th 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, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets in securities of foreign issuers, which includes securities traded on non-U.S. More on Pear Tree Polaris
Pear Tree Polaris [USBNX] is traded in USA and was established 26th of November 2024. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Pear Tree Funds family. This fund at this time has accumulated 78.28 M in net assets with no minimum investment requirementsPear Tree Polaris is currently producing year-to-date (YTD) return of 15.13% with the current yeild of 0.01%, while the total return for the last 3 years was 6.81%.
Check Pear Tree Probability Of Bankruptcy
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.