Pear Tree Polaris Foreign Value Fund

Scorecard
5 / 5 Stars
Lipper
5 5 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 27.52 percent over the past year, 12.11 percent over the past three years, 26.44 percent over the past five years, and 8.96 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.3%
1 Year 27.5%
3 Years (Annualized) 12.1%
5 Years (Annualized) 26.4%
10 Years (Annualized) 9.0%

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Summary

The investment seeks long-term growth of capital and income. Under normal market conditions, The fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by foreign markets issuers. It defines a foreign markets issuer to be an issuer that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. The fund generally will be invested in issuers in ten or more foreign countries. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Pear Tree Polaris Foreign Value Fund has an expense ratio of 1.33 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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