Pear Tree Polaris Fund Quote
| QFVOX Fund | USD 22.90 0.06 0.26% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Pear Tree is trading at 22.90 as of the 18th of April 2024; that is -0.26 percent decrease since the beginning of the trading day. The fund's open price was 22.96. Pear Tree has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pear Tree Polaris are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
Normally, the fund invests at least 80 percent of its net assets 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. More on Pear Tree Polaris
Moving together with Pear Mutual Fund
| 0.76 | GEORX | Pear Tree Essex | PairCorr |
| 0.76 | GEOSX | Essex Environmental | PairCorr |
| 0.87 | USBOX | Pear Tree Quality | PairCorr |
| 0.94 | USBNX | Pear Tree Polaris | PairCorr |
| 0.94 | QBNAX | Pear Tree Polaris | PairCorr |
| 0.76 | EEOFX | Essex Environmental | PairCorr |
| 0.82 | QUSOX | Pear Tree Polaris | PairCorr |
Pear Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pear Tree's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pear Tree or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Pear Tree Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Pear Tree Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pear Tree Polaris [QFVOX] is traded in USA and was established 18th of April 2024. Pear Tree is listed under Pear Tree Funds category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Pear Tree Funds family. This fund at this time has accumulated 3.09 B in assets with no minimum investment requirementsPear Tree Polaris is currently producing year-to-date (YTD) return of 3.94% with the current yeild of 0.02%, while the total return for the last 3 years was -1.88%.
Check Pear Tree Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pear Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pear Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pear Tree Polaris Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pear Tree Polaris Mutual Fund Constituents
| SVNLF | Svenska Handelsbanken AB | Pink Sheet | Banks—Diversified |
| YRAIF | Yara International ASA | Pink Sheet | Agricultural Inputs |
| BPOP | Popular | Stock | Financials |
| DNB | Dun Bradstreet Holdings | Stock | Industrials |
| NOVN | Novan Inc | Stock | Health Care |
| TOIPF | Thai Oil Public | Pink Sheet | Oil & Gas Refining & Marketing |
| ADRZF | Andritz AG | Pink Sheet | Industrial Distribution |
Pear Tree Target Price Odds Analysis
Based on a normal probability distribution, the odds of Pear Tree jumping above the current price in 90 days from now is about 78.17%. The Pear Tree Polaris probability density function shows the probability of Pear Tree mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pear Tree has a beta of 0.4796 indicating as returns on the market go up, Pear Tree average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pear Tree Polaris will be expected to be much smaller as well. Additionally, pear Tree Polaris has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Pear Tree to move above the current price in 90 days from now is about 78.17 (This Pear Tree Polaris probability density function shows the probability of Pear Mutual Fund to fall within a particular range of prices over 90 days) .
Pear Tree Polaris Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pear Tree market risk premium is the additional return an investor will receive from holding Pear Tree long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pear Tree. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pear Tree's alpha and beta are two of the key measurements used to evaluate Pear Tree's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4343 | |||
| Semi Deviation | 0.6503 | |||
| Standard Deviation | 0.5856 | |||
| Variance | 0.3429 |
Pear Tree Against Markets
Picking the right benchmark for Pear Tree mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pear Tree mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pear Tree is critical whether you are bullish or bearish towards Pear Tree Polaris at a given time. Please also check how Pear Tree's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Pear Tree without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Piotroski F ScoreGet Piotroski F Score based on the binary analysis strategy of nine different fundamentals |
| All Next | Launch Module |
How to buy Pear Mutual Fund?
Before investing in Pear Tree, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pear Tree. To buy Pear Tree fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pear Tree. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Pear Tree fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Pear Tree Polaris fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Pear Tree Polaris fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pear Tree Polaris, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Pear Tree Polaris?
The danger of trading Pear Tree Polaris is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pear Tree is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pear Tree. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pear Tree Polaris is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pear Tree Polaris. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.