Pear Tree Quality Fund Quote

USBOX Fund  USD 20.23  0.14  0.70%   

Performance

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Odds Of Distress

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Low
Pear Tree is trading at 20.23 as of the 5th of January 2026; that is 0.70 percent up since the beginning of the trading day. The fund's open price was 20.09. Pear Tree has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 6th of November 2025 and ending today, the 5th of January 2026. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. Pear Tree is traded on NASDAQ Exchange in the United States. More on Pear Tree Quality

Moving together with Pear Mutual Fund

  0.61GEORX Pear Tree EssexPairCorr
  0.88USBNX Pear Tree PolarisPairCorr
  0.8QBNAX Pear Tree PolarisPairCorr

Pear Mutual Fund Highlights

Fund ConcentrationPear Tree Funds, Large Blend Funds, Large Blend, Pear Tree Funds, Large Growth, Large Blend (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of August 2025
Fiscal Year EndMarch
Pear Tree Quality [USBOX] is traded in USA and was established 5th of January 2026. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Pear Tree Funds family. This fund at this time has accumulated 332.17 M in net assets with no minimum investment requirementsPear Tree Quality is currently producing year-to-date (YTD) return of 6.1% with the current yeild of 0.0%, while the total return for the last 3 years was 16.75%.
Check Pear Tree Probability Of Bankruptcy

Instrument Allocation

Top Pear Tree Quality Mutual Fund Constituents

COSTCostco Wholesale CorpStockConsumer Staples
TJXThe TJX CompaniesStockConsumer Discretionary
MDTMedtronic PLCStockHealth Care
WFCWells FargoStockFinancials
USBUS BancorpStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
RHHBYRoche Holding LtdOTC StockHealth Care
ORCLOracleStockInformation Technology
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Pear Tree Top Holders

SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
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Pear Tree Quality Risk Profiles

Pear Tree Against Markets

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.
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