Pear Tree Funds Mutual Funds List
Here you can find all mutual funds issued by Pear Tree Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 1.41%
- Avg. 1 Year Return
- 29.25%
- Avg. 5 Year Return
- 6.33%
- Median Risk/Return Score
- 36 / 100
Pear Tree Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | Sep 1, 2017 | 2.11% | 31.64% | — | 0.05% | 79 |
Explore top Pear Tree Funds Mutual Fund Categories and Asset Classes
Pear Tree Funds Equity Mutual fundsPear Tree Funds Foreign Small & Mid Cap Equities Mutual fundsPear Tree Funds Foreign Large Cap Equities Mutual fundsPear Tree Funds Large Cap Blend Equities Mutual fundsPear Tree Funds Mid Cap Growth Equities Mutual fundsPear Tree Funds Small Cap Value Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Pear Tree Funds Mutual funds by Risk/Return Score
The top Pear Tree Funds Mutual funds by PortfoliosLab Risk/Return Score are EEOFX (79) and QFVOX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Essex Environmental Opportunities Fund | 79 | — | Sep 2017 | |
| Pear Tree Polaris Foreign Value Fund | 77 | — | May 1998 | |
| Pear Tree Polaris International Opportunities Fund | 37 | — | Jan 2019 | |
| Pear Tree Polaris Small Cap Fund | 34 | — | Aug 1992 | |
| Pear Tree Quality Fund | 26 | — | May 1985 |
Best-Performing Pear Tree Funds Mutual funds Over 5 Years
The top Pear Tree Funds Mutual funds is QFVOX (10.45%).
Across the lineup, Pear Tree Funds Mutual funds show an average 1-year return of 29.25% and an average 5-year return of 6.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pear Tree Polaris Foreign Value Fund | 10.45% | — | May 1998 | |
| Pear Tree Quality Fund | 9.53% | — | May 1985 | |
| Pear Tree Polaris Small Cap Fund | 5.46% | — | Aug 1992 | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 4.95% | — | Apr 2008 | |
| Essex Environmental Opportunities Fund | 4.48% | — | Sep 2017 |
Lowest-Cost Pear Tree Funds Mutual funds
The top Pear Tree Funds Mutual funds is QUSIX (1.05%).
With an average expense ratio of 1.41%, Pear Tree Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Pear Tree Polaris Foreign Value Small Cap Fund | 1.05% | — | Apr 2008 | |
| Pear Tree Quality Fund | 1.16% | — | May 1985 | |
| Pear Tree Polaris International Opportunities Fund | 1.22% | — | Jan 2019 | |
| Pear Tree Polaris Foreign Value Fund | 1.40% | — | May 1998 | |
| Pear Tree Polaris Small Cap Fund | 1.50% | — | Aug 1992 |
Highest-Yield Pear Tree Funds Mutual funds
The top Pear Tree Funds Mutual funds is USBOX (27.72%).
Across the lineup, Pear Tree Funds Mutual funds show an average dividend yield of 8.21%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Pear Tree Quality Fund | 27.72% | — | May 1985 | |
| Pear Tree Polaris Small Cap Fund | 12.33% | — | Aug 1992 | |
| Pear Tree Polaris Foreign Value Fund | 4.74% | — | May 1998 | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 2.80% | — | Apr 2008 | |
| Pear Tree Polaris International Opportunities Fund | 1.61% | — | Jan 2019 |
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