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Pear Tree Polaris Foreign Value Fund Ordinary Shares: (MF: QFVOX)

(NASDAQ Mutual Funds) As of Feb 24, 2018 10:52 PM ET

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$22.53 USD

+0.13 (0.58%)

Zacks MF Rank 4-Sell       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jan 31, 2018

Total Return %* Percentile Rank Objective
YTD 4.69 80
3 months 7.81 64
6 months 10.56 83
1 Year 25.55 84
3 Year 10.44 44
5 Year 9.42 17
10 Year 5.71 14

* Annual for three years and beyond.

Zacks Premium Research for QFVOX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Sell 4
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Portfolio Statistics

%Unrealized Gain YTD 18.59
% Yield 0.53
% SEC Yield NA
Net Assets (Mil $) 1/31/2018 915.06
%Turnover 1/31/2018 15.00

Risk

3 Year 5 Year 10 Year
Beta 0.95 0.94 1.21
Alpha -2.73 -4.46 -4.68
R Squared 0.56 0.54 0.74
Std. Dev. 12.89 12.07 21.23
Sharpe 0.84 0.82 3.00

Sector / Country Weightings

As of 1/31/2018 % of Portfolio
Other 20.52
United States 16.63
United Kingdom 10.39
Germany 10.15
Japan 7.21
France 6.55
Sweden 4.66
Norway 4.46
Thailand 4.36
Korea, South 2.47

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
BHP BILLITON PLC 2.51 53.26
YARA INTERNATIONAL ASA 2.50 52.99
METHANEX CORP 2.37 50.31
PERSIMMON 2.37 50.23
TAYLOR WIMPEY PLC 2.35 49.97
DNB NORGE ASA 2.34 49.77
THAI OIL PCL 2.29 48.54
MICHELIN 2.24 47.47
VINCI SA 2.23 47.31

Stock Holding % of Net Assets

As Of 9/30/2017
Total Issues NA
Avg. P/E 22.72
Avg. P/Book 4.19
Avg. EPS Growth 1.37
Avg. Market Value (Mil $) 48,280

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 32.84
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 22.80