2 / 5 Stars
2 1 5 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#138 in Large Blend
U.S. News evaluated 486 Large Blend 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 15.00 percent over the past year, 13.36 percent over the past three years, 16.28 percent over the past five years, and 4.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||4.4%|
The investment seeks long-term growth of capital. Under normal market conditions, Quality Fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. Quality Fund typically invests in American Depositary Receipts. It also may invest in 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. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Pear Tree Quality Fund has an expense ratio of 1.46 percent.
Risk is Low compared to funds in the same category according to Morningstar.