Pear Tree Polaris Fund Quote
| QBNAX Fund | USD 34.18 0.13 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pear Tree is trading at 34.18 as of the 27th of February 2025; that is 0.38 percent down since the beginning of the trading day. The fund's open price was 34.31. 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets in securities of foreign issuers, which includes securities traded on non-U.S. More on Pear Tree Polaris
Moving together with Pear Mutual Fund
Pear Mutual Fund Highlights
| Fund Concentration | Pear Tree Funds, Large Funds, Small Value Funds, Small Value, Pear Tree Funds, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pear Tree Polaris [QBNAX] is traded in USA and was established 27th of February 2025. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Pear Tree Funds family. This fund at this time has accumulated 78.28 M in assets with minimum initial investment of 1000 K. Pear Tree Polaris is currently producing year-to-date (YTD) return of 0.15% with the current yeild of 0.01%, while the total return for the last 3 years was 6.43%.
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 Polaris 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 Polaris Mutual Fund Constituents
| BBSI | Barrett Business Services | Stock | Industrials | |
| CBAN | Colony Bankcorp | Stock | Financials | |
| OFG | OFG Bancorp | Stock | Financials | |
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| NSIT | Insight Enterprises | Stock | Information Technology | |
| DOC | Healthpeak Properties | Stock | Real Estate | |
| KNX | Knight Transportation | Stock | Industrials | |
| SPFI | South Plains Financial | Stock | Financials |
Pear Tree Polaris Risk Profiles
| Mean Deviation | 0.793 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |