| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#151 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.96 percent over the past year, 13.52 percent over the past three years, 2.28 percent over the past five years, and 5.53 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 15.0% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | 2.3% |
| 10 Years (Annualized) | 5.5% |
Summary
The investment seeks long-term growth of capital. The fund invests at least 80 percent of its net assets in common stocks of U.S. issuers. It principally invests in stocks of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts (or ADRs), which represent interests in such securities. It also may invest in derivatives. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Pear Tree Quality Fund has an expense ratio of 1.51 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
