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Pear Tree Polaris Small Cap Fund (USBNX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

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.

Looking to diversify beyond USBNX? The mutual funds below have the lowest correlation with USBNX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from USBNX.

Best Diversifiers for USBNX

1 mutual funds have low correlation with USBNX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris Foreign Value Fund (QFVOX) (Foreign Large Cap Equities) with a 1Y correlation of 0.29, down from 0.49 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QFVOX
Pear Tree Polaris Foreign Value Fund0.290.400.49
78
Foreign Large Cap EquitiesUSBNX vs QFVOX
AVALX
Aegis Value Fund0.340.480.56
92
Small Cap Value EquitiesUSBNX vs AVALX
EEOFX
Essex Environmental Opportunities Fund0.580.710.73
75
Mid Cap Growth EquitiesUSBNX vs EEOFX
BRSIX
Bridgeway Ultra Small Company Market Fund0.700.760.77
67
Small Cap Value EquitiesUSBNX vs BRSIX
VSCAX
Invesco Small Cap Value Fund0.760.830.88
86
Small Cap Value EquitiesUSBNX vs VSCAX
See all 28 diversifiers for USBNX

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