Under normal market conditions, fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of clean-tech companies. A clean-tech company is a company that the fund’s 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.

Nasdaq

EEOFX

The investment seeks long-term growth of capital.  Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, including American Depositary Receipts, warrants and rights, of emerging markets issuers. It may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments) for the purpose of hedging the value of the portfolio or to establish a position in the future.

QFFOX

Normally, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. It is non-diversified.

QFVOX

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets issuers. Its sub-adviser generally seeks to identify more than 30 foreign markets securities that the sub-adviser considers as having the best opportunity for total return. It is non-diversified.

QISIX

The investment seeks long-term growth of capital and income.  Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations and/or future cash flows. The fund is non-diversified.

QUSIX

Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) 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 (determined at the time of investment) in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts (“ADRs”) and foreign securities traded on U.S. exchanges. It is non-diversified.

USBNX

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. The fund typically invests in American Depositary Receipts. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	Sep 1, 2017	2.11%	3.95%	—	0.00%
QFFOX	Pear Tree Axiom Emerging Markets World Equity Fund	Emerging Markets Diversified	Sep 29, 1994	0.98%	—	—	—
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	May 14, 1998	1.40%	6.88%	5.14%	1.76%
QISIX	Pear Tree Polaris International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 28, 2019	1.22%	0.72%	—	1.26%
QUSIX	Pear Tree Polaris Foreign Value Small Cap Fund	Foreign Small & Mid Cap Equities	Apr 30, 2008	1.05%	6.38%	5.55%	2.34%
USBNX	Pear Tree Polaris Small Cap Fund	Small Cap Value Equities	Aug 3, 1992	1.50%	7.80%	6.85%	0.80%
USBOX	Pear Tree Quality Fund	Large Cap Blend Equities	May 6, 1985	1.16%	18.84%	13.90%	3.68%

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