Pear Tree Polaris Foreign Value Fund

Class Other (QFVOX)

7.7 in Foreign Large Value

U.S. News evaluated 111 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

Read about the U.S. News Score

Terms & Conditions

Scorecard
Morningstar 3 / 5 Stars
Lipper 5 5 1 1 4
Zacks Investment Research 1 (Strong Buy)
Standard & Poor's 4 / 5 Stars
TheStreet.com B+ (Buy)

Fund Overview

The investment seeks long-term growth of capital and income. The fund invests at least 80% of net assets (plus borrowings for investment purposes) in common stocks of foreign markets issuers. A foreign markets issuer is an issuer that derives at least 50% 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 invests in foreign markets issuers in Europe, Australia, and the larger capital markets of the Far East. It also may invest without limit in emerging markets issuers. The fund may invest in companies of any capitalization. It is non-diversified.

Trailing Returns Updated 03.31.2012
Year to date 16.0%
1 Year -6.6%
3 Years (Annualized) 27.0%
5 Years (Annualized) -3.8%
10 Years (Annualized) 8.1%

Performance

The fund has returned -6.55 percent over the past year, 27.02 percent over the past three years, -3.79 percent over the past five years, and 8.14 percent over the past decade.

Hypothetical Growth of $10,000

Updated 03.31.2012

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Holdings

Asset Allocation

% Long % Net
Cash 16.45 16.45
Stocks 0.0 0.0
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 83.55 83.55
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 02.29.2012

Top Holdings

Performance as of 03.31.2012

Portfolio as of 02.29.2012

Ticker YTD Return % % Net Assets
Samsung Electronics Co Ltd SSNLF 15.57 3.7
Taylor Wimpey PLC TW. --- 2.94
KONE Oyj KNEBV --- 2.65
Barratt Developments PLC BDEV --- 2.64
Persimmon PLC PSN --- 2.58

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Fees

Pear Tree Polaris Foreign Value Fund has an expense ratio of 1.62 percent.

Expenses

Low (within category)

Updated 04.04.2012

Fees per $10,000.00
3 Years $511.00
5 Years $881.00
10 Years $1,922.00

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Risk

Morningstar Risk Rating

High (within category)

Updated 03.31.2012

Other Risk Measurements Standard Index
MSCI EAFE NR USD
3YR R-Squared 90.45
3YR Beta 1.13
3YR Alpha 6.67

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Top Rated

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High Performing

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