Morningstar

Pear Tree Mutual Funds

View all of Pear Tree’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Pear Tree Mutual Funds List

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Pear Tree Quality Fund Ordinary SharesUSBOXLarge Blend
12.54%551.120%HighNo Load$2,500
Pear Tree Quality Fund Institutional SharesQGIAXLarge Blend
12.89%510.750%Above AverageInstitutional$1M
Pear Tree Quality Fund Class R6QGIRXLarge Blend
13.02%490.640%Above AverageRetirement, Large$100,000
Pear Tree Polaris Small Cap Fund Institutional ClassQBNAXSmall Value
17.64%520.970%Above AverageInstitutional$1M
Pear Tree Polaris Small Cap Fund Ordinary ClassUSBNXSmall Value
17.27%551.350%HighNo Load$2,500
Pear Tree Polaris Small Cap Fund Class R6QBNRXSmall Value
17.68%510.940%HighRetirement, Large$100,000
Pear Tree Polaris International Opportunities Fund R6 SharesQISRXForeign Small/Mid Blend
11.49%210.960%Below AverageRetirement, Large$100,000
Pear Tree Polaris Foreign Value Fund Class R6QFVRXForeign Large Value
15.00%290.940%HighRetirement, Large$100,000
Pear Tree Polaris International Opportunities Fund Ordinary SharesQISOXForeign Small/Mid Blend
10.92%261.440%HighNo Load$2,500
Pear Tree Polaris Foreign Value Small Cap Fund Class R6QUSRXForeign Small/Mid Value
5.18%881.030%Above AverageRetirement, Large$100,000
Pear Tree Essex Environmental Opportunities Fund R6 SharesGEORXGlobal Small/Mid Stock
1.69%820.950%Above AverageRetirement, Large$100,000
Pear Tree Essex Environmental Opportunities Fund Ordinary SharesEEOFXGlobal Small/Mid Stock
1.36%851.240%AverageNo Load$2,500
Pear Tree Polaris International Opportunities Fund Institutional SharesQISIXForeign Small/Mid Blend
11.33%240.990%Below AverageInstitutional$1M
Pear Tree Essex Environmental Opportunities Fund Institutional SharesGEOSXGlobal Small/Mid Stock
1.58%830.990%Below AverageInstitutional$1M
Pear Tree Polaris Foreign Value Fund Class InstitutionalQFVIXForeign Large Value
14.88%311.080%HighInstitutional$1M
Pear Tree Polaris Foreign Value Fund Class OrdinaryQFVOXForeign Large Value
14.50%351.450%HighNo Load$2,500
Pear Tree Polaris Foreign Value Small Cap Fund Institutional ClassQUSIXForeign Small/Mid Value
5.14%891.070%AverageInstitutional$1M
Pear Tree Polaris Foreign Value Small Cap Fund Ordinary ClassQUSOXForeign Small/Mid Value
4.84%911.440%HighNo Load$2,500

Pear Tree Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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