Pear Tree Essex Fund Quote
| GEORX Fund | USD 5.97 0.04 0.67% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pear Tree is trading at 5.97 as of the 19th of March 2025; that is 0.67 percent up since the beginning of the trading day. The fund's open price was 5.93. Pear Tree has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
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. More on Pear Tree Essex
Moving together with Pear Mutual Fund
| 1.0 | GEOSX | Essex Environmental | PairCorr |
| 0.87 | USBNX | Pear Tree Polaris | PairCorr |
| 0.87 | QBNAX | Pear Tree Polaris | PairCorr |
| 1.0 | EEOFX | Essex Environmental | PairCorr |
Moving against Pear Mutual Fund
Pear Mutual Fund Highlights
| Fund Concentration | Pear Tree Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Pear Tree Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Pear Tree Essex [GEORX] is traded in USA and was established 19th of March 2025. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Pear Tree Funds family. Pear Tree Essex currently has accumulated 54.02 M in assets under management (AUM) with minimum initial investment of 100 K.
Check Pear Tree Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pear Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pear Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pear Tree Essex Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pear Tree Essex Mutual Fund Constituents
| ALB | Albemarle Corp | Stock | Materials | |
| ASPN | Aspen Aerogels | Stock | Energy | |
| CGNX | Cognex | Stock | Information Technology | |
| ERII | Energy Recovery | Stock | Industrials | |
| GNRC | Generac Holdings | Stock | Industrials | |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate | |
| MP | MP Materials Corp | Stock | Materials | |
| SEDG | SolarEdge Technologies | Stock | Information Technology |
Pear Tree Essex Risk Profiles
Pear Tree Against Markets
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.
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