4 / 5 Stars
5 5 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#6 in Foreign Large Value
U.S. News evaluated 97 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 26.35 percent over the past year, 11.12 percent over the past three years, 17.04 percent over the past five years, and 8.48 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||8.5%|
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 are Above Average compared to funds in the same category.
Pear Tree Polaris Foreign Value Fund has an expense ratio of 1.54 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.