4 / 5 Stars
4 3 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 in Foreign Small/Mid Value
U.S. News evaluated 23 Foreign Small/Mid 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 31.70 percent over the past year, 11.07 percent over the past three years, and 5.09 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||N/A|
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 considers a small-cap company to be a company having a market capitalization at time of purchase between $50 million to $2 billion. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Pear Tree Polaris Foreign Value Small Cap Fund has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.