Pear Tree Polaris Fund Annual Yield
| USBNX Fund | USD 26.33 0.37 1.39% |
Pear Tree Polaris fundamentals help investors to digest information that contributes to Pear Tree's financial success or failures. It also enables traders to predict the movement of Pear Mutual Fund. The fundamental analysis module provides a way to measure Pear Tree's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pear Tree mutual fund.
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Pear Tree Polaris Mutual Fund Annual Yield Analysis
Pear Tree's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Pear Tree Annual Yield | 0.01 % |
Most of Pear Tree's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pear Tree Polaris is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Pear Tree Polaris has an Annual Yield of 0.0081%. This is much higher than that of the Pear Tree Funds family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.
Pear Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pear Tree's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pear Tree could also be used in its relative valuation, which is a method of valuing Pear Tree by comparing valuation metrics of similar companies.Pear Tree is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Pear Tree
The fund consists of 97.43% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Pear Tree's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pear Fundamentals
| Price To Earning | 20.46 X | ||||
| Price To Book | 2.20 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 67.12 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 3.27 % | ||||
| One Year Return | 20.10 % | < |