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Pear Tree Polaris Small Cap Fund Ordinary Class (USBNX)

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27.07 +0.01    +0.04%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.98B
Type:  Fund
Market:  United States
Issuer:  Pear Tree Funds
Asset Class:  Equity
Pear Tree Polaris Small Cap Ord 27.07 +0.01 +0.04%

USBNX Overview

 
Find basic information about the Pear Tree Polaris Small Cap Fund Ordinary Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add USBNX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.21%
Prev. Close27.06
Risk Rating
TTM Yield0.73%
ROE19.35%
IssuerPear Tree Funds
Turnover10%
ROA6.96%
Inception Date33819
Total Assets3.98B
Expenses1.32%
Min. Investment2,500
Market Cap3.18B
CategorySmall Value
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1188 1070 1304 1336 1566 2119
Fund Return 18.75% 6.95% 30.36% 10.14% 9.38% 7.8%
Place in category 196 350 266 128 359 253
% in Category 39 68 53 33 81 72

Top Equity Funds by Pear Tree Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pear Tree Quality Ordinary 3.98B 21.11 11.58 13.67
  Pear Tree Quality Fund Institutiona 3.98B 21.57 12.01 14.07
  Pear Tree Polaris Foreign Value Ins 1.92B 2.87 3.01 4.33
  Pear Tree Polaris Fgn Val Sm Cap In 569.83M -0.51 1.67 5.01
  Pear Tree Polaris Foreign Value Ord 231.71M 3.07 0.81 4.14

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 22.72B 21.77 10.34 9.73
  DFA US Small Cap Value I 16.28B 18.96 12.95 9.76
  DFA US Targeted Value I 13.47B 18.32 12.33 10.16
  Vanguard Small Cap Value Index I 6.71B 21.77 10.35 9.74
  Invesco SmallCapValue Y 3.81B 32.54 21.93 13.15

Top Holdings

Name ISIN Weight % Last Change %
  OFG Bancorp PR67103X1020 2.83 42.56 +1.79%
  Barrett US0684631080 2.77 42.56 -1.12%
  South Plains Financial US83946P1075 2.75 35.30 -1.48%
  Graphic Packaging US3886891015 2.66 27.38 +2.20%
  Allison Transmission US01973R1014 2.65 108.36 -0.86%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Strong Buy
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