Pear Tree Financials
| GEORX Fund | USD 6.30 0.16 2.61% |
Pear |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pear Tree Fund Summary
Pear Tree competes with Smallcap World, Smallcap World, Smallcap World, HUMANA, and Barloworld. Under normal market conditions, fund invests at least 80 percent of its net assets in equity securities of clean-tech companies. A clean-tech company is a company that the funds sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 326 2151 |
| Currency | USD - US Dollar |
Pear Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pear Tree's current stock value. Our valuation model uses many indicators to compare Pear Tree value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pear Tree competition to find correlations between indicators driving Pear Tree's intrinsic value. More Info.Pear Tree Essex is one of the top funds in net asset among similar funds. It also is one of the top funds in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Pear Tree Essex is about 540.21 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pear Tree's earnings, one of the primary drivers of an investment's value.Pear Tree Essex Systematic Risk
Pear Tree's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pear Tree volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Pear Tree Essex correlated with the market. If Beta is less than 0 Pear Tree generally moves in the opposite direction as compared to the market. If Pear Tree Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pear Tree Essex is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pear Tree is generally in the same direction as the market. If Beta > 1 Pear Tree moves generally in the same direction as, but more than the movement of the benchmark.
Pear Tree January 6, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pear Tree help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pear Tree Essex. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pear Tree Essex based on widely used predictive technical indicators. In general, we focus on analyzing Pear Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pear Tree's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.47 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.63 |
Other Information on Investing in Pear Mutual Fund
Pear Tree financial ratios help investors to determine whether Pear Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pear with respect to the benefits of owning Pear Tree security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |