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Pear Tree Polaris Foreign Value Ord (QFVOX)

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18.31-0.28 (-1.51%)
At close: 8:06AM EDT

Pear Tree Polaris Foreign Value Ord

Pear Tree Funds

55 OLD BEDFORD ROAD SUITE 202

LINCOLN NE 01773

800-326-2151
Management information
Bernard Horn,Lead manager since 14 May 1998
Bernard Horn Jr. is President and Chief Investment Officer since 1998; Founder and Portfolio Manager since 1995; Investment professional since 1980.of Polaris Capital Management, LLC, a Boston-based global and international value equity management firm that serves as the sub-advisor for RBC International Equity. Prior to founding Polaris Capital in 1995, Bernard served as an investment officer for MDT Advisers, Inc. He also worked as a portfolio manager for Freedom Capital Management Corporation. From 1980 to 1990, Bernard was the principal and founder of Horn & Company, an investment counseling firm that specialized in global portfolio management for individuals, trusts and tax-qualified accounts. Bernard began his career in the investment industry in 1980. He received a BS from Northeastern University and a MS in Management from the Massachusetts Institute of Technology. In January 2007, Bernard was named Fund Manager of the year by MarketWatch. He was profiled in the January 2004 issue of SmartMoney Magazine and has been highlighted in Business Week, The New York Times, The Wall Street Journal and other national publications. Bernard has appeared on CNBC, CNNfn and Bloomberg TV to discuss global market trends.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Value
Fund familyPear Tree Funds
Net assets3.03B
YTD return-19.24%
Yield1.41%
Morningstar rating★★★
Inception date14 May 1998

Fund operations

Last dividend0.25
Last cap gain0.00
Holdings turnover28.00%
Average for categoryN/A

Fees and expenses

ExpenseQFVOXCategory average
Annual report expense ratio (net)1.40%1.12%
Prospectus net expense ratio1.40%N/A
Prospectus gross expense ratio1.50%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.22%
3-yr expense projection464N/A
5-yr expense projection809N/A
10-yr expense projection1,782N/A