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Pear Tree Polaris Intl Opps Ord (QISOX)

11.64 -0.06 (-0.51%)
As of 8:06 AM EDT. Market Open.

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets issuers. Its sub-adviser generally seeks to identify more than 30 foreign markets securities that the sub-adviser considers as having the best opportunity for total return. It is non-diversified.

Pear Tree Polaris Intl Opps Ord

LINCOLN NE 01773
55 OLD BEDFORD ROAD SUITE 202
800-326-2151

Fund Overview

Category Foreign Small/Mid Blend
Fund Family Pear Tree Funds
Net Assets 87.35M
YTD Return -2.44%
Yield 0.97%
Morningstar Rating
Inception Date Jan 29, 2019

Fund Operations

Last Dividend 0.12
Last Cap Gain 6.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense QISOX Category Average
Annual Report Expense Ratio (net) 1.06% 1.22%
Prospectus Net Expense Ratio 1.06% --
Prospectus Gross Expense Ratio 1.38% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.46%
Max Deferred Sales Load -- 1.31%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jason Crawshaw joined the team as an Analyst in January 2014, became an LLC member in 2015, and was named an Assistant Portfolio Manager in early 2016. He was promoted to Portfolio Manager in January 2021. Mr. Crawshaw is a generalist and conducts fundamental analysis of potential investment opportunities. He brings 19 years of investment industry experience to the firm. Mr. Crawshaw was previously a portfolio manager with Liberty Square Asset Management, where he co-managed international long and long/short equity funds and helped direct Liberty’s research effort. Prior to joining Liberty, he was a portfolio manager with Brait Specialized Funds U.S., where he managed a U.S. long/short small cap equity hedge fund. He served in a similar role at Equinox, a spin-off from Coronation Securities. Early in his career, Mr. Crawshaw was an equity analyst responsible for small- and mid-cap research for a proprietary fund at First Rand and Coronation Securities of South Africa. Mr. Crawshaw obtained his master’s in business administration from University of Notre Dame and graduated magna cum laude in 1994. He received his undergraduate degree from Middlebury College in 1992.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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