Pear Tree Polaris Foreign Value Ordinary Fund (QFVOX) seeks long-term capital growth and income. Under normal market conditions, QFVOX invests at least 80% of its total assets in common stocks of issuers that have their principal activities in foreign markets and may invest a portion of their assets in emerging markets. Foreign markets include those markets primarily outside of the United States. Emerging markets include those countries that the international financial community considers to have developing economies and securities markets that are not as established as those in the United States.
This Non US - Equity product has a history of positive total returns for over 10 years. Specifically, the fund’s return over the 5 year benchmark was 7.4%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
QFVOX’s performance, as of the last filing, when compared to funds in its category was in the top 34% over the past 1 year, and in the top 52% over the past 3 years and in the top 8% over the past 5 years.
The Pear Tree Polaris Foreign Value Ordinary fund, as of the last filing, allocates their fund in three major groups; Foreign Stock, High Yield Bond and Foreign Bond. Further, as of the last filing, Intl Game Technology, Solvay SA and BHP Billiton Ltd Spon ADR were the top holdings for QFVOX.
This Zacks Rank #2 (Buy) was incepted in May 1998 and is managed by Quant. QFVOX carries an expense ratio of 1.52% and requires a minimal initial investment of $2,500.
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