4 / 5 Stars
5 5 1 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#6 in Foreign Large Value
U.S. News evaluated 102 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.08 percent over the past year, 10.19 percent over the past three years, 1.41 percent over the past five years, and 11.42 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.6%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||1.4%|
|10 Years (Annualized)||11.4%|
The investment seeks long-term growth of capital and income. The fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in common stock, warrants, and rights derivative of or convertible into common stocks, in each case issued by foreign markets issuers. It generally will be invested in issuers in ten or more foreign countries. The fund may invest in companies of any capitalization. It may buy and sell forward foreign currency exchange contracts in connection with its investments. The fund is non-diversified.
Fees are High compared to funds in the same category.
Pear Tree Polaris Foreign Value Fund has an expense ratio of 1.64 percent.
Risk is High compared to funds in the same category according to Morningstar.