5 / 5 Stars
5 5 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Foreign Small/Mid Value
U.S. News evaluated 22 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 27.16 percent over the past year, 11.53 percent over the past three years, and 27.55 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||8.9%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||27.5%|
|10 Years (Annualized)||N/A|
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 small cap foreign markets issuers. It generally will be invested in issuers in ten or more foreign countries. The fund may invest in other derivatives, that is, a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments. It is non-diversified.
Fees are Low 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.