Pear Tree is trading at 20.68 as of the 29th of January 2026; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 20.7. Pear Tree has less than a 19 % 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 31st of October 2025 and ending today, the 29th 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. 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. More on Pear Tree Quality
Pear Tree Quality [USBOX] is traded in USA and was established 29th 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 311.7 M in net assets with no minimum investment requirementsPear Tree Quality is currently producing year-to-date (YTD) return of 1.79% with the current yeild of 0.0%, while the total return for the last 3 years was 19.67%.
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 Quality 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.
The fund generated five year return of 14.0%. Pear Tree Quality keeps 98.31% of net assets in stocks. This fund last dividend was 0.1 per share. Large Blend For more information please call the company at 800-326-2151.
Pear Tree Quality Investment Alerts
Pear Tree Quality is way too risky over 90 days horizon
Pear Tree Quality appears to be risky and price may revert if volatility continues
Have you ever been surprised when a price of an equity instrument such as Pear Tree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Pear Tree Quality backward and forwards among themselves. Pear Tree's institutional investor refers to the entity that pools money to purchase Pear Tree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Pear Tree's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Pear Tree Outstanding Bonds
Pear Tree issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Pear Tree Quality uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Pear bonds can be classified according to their maturity, which is the date when Pear Tree Quality has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Pear Tree intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Pear Tree mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Pear Tree's time-series forecasting models are one of many Pear Tree's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Pear Tree's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.