Pear Tree Quality Fund Quote
| USBOX Fund | USD 23.46 0.03 0.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pear Tree is trading at 23.46 as of the 27th of February 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 23.49. 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 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. More on Pear Tree Quality
Moving together with Pear Mutual Fund
Pear Mutual Fund Highlights
| Fund Concentration | Pear Tree Funds, Large Blend Funds, Large Blend, Pear Tree Funds, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pear Tree Quality [USBOX] 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 Large Blend category and is part of Pear Tree Funds family. This fund at this time has accumulated 226.68 M in net assets with no minimum investment requirementsPear Tree Quality is currently producing year-to-date (YTD) return of 5.57% with the current yeild of 0.0%, while the total return for the last 3 years was 13.31%.
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 Quality 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 Quality Mutual Fund Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| MDT | Medtronic PLC | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology |
Pear Tree Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Pear Tree Quality Risk Profiles
| Mean Deviation | 0.5919 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 | |||
| Risk Adjusted Performance | (0.03) |
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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