Breaking News
Get 50% Off 0
🤓 Just 1 week into 2025: These 7 AI-picked stocks are up 9%+ each
Unlock Stocks
Close

Pear Tree Polaris Small Cap Fund Ordinary Class (USBNX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
26.43 -0.49    -1.82%
10/01 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Pear Tree Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.97B
Pear Tree Polaris Small Cap Ord 26.43 -0.49 -1.82%

USBNX Overview

 
Find basic information about the Pear Tree Polaris Small Cap Fund Ordinary Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add USBNX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.24%
Prev. Close26.92
Risk Rating
TTM Yield0.37%
ROE15.36%
IssuerPear Tree Funds
Turnover10%
ROA5.54%
Inception Date33819
Total Assets3.97B
Expenses1.32%
Min. Investment2,500
Market Cap2.73B
CategorySmall Value
What is your sentiment on Pear Tree Polaris Small Cap Ord?
or
Market is currently closed. Voting is open during market hours.

Pear Tree Polaris Small Cap Fund Ordinary Class Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1087 975 1087 1164 1377 1920
Fund Return 8.69% -2.45% 8.69% 5.18% 6.6% 6.74%
Place in category 277 448 277 149 382 248
% in Category 53 89 53 40 87 72

Top Equity Funds by Pear Tree Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pear Tree Quality Ordinary 3.97B 18.01 8.46 13.51
  Pear Tree Quality Fund Institutiona 3.97B 21.57 12.01 14.07
  Pear Tree Polaris Foreign Value Ins 1.92B -0.35 -0.08 4.22
  Pear Tree Polaris Fgn Val Sm Cap In 563.74M -1.95 -0.56 4.87
  Pear Tree Polaris Foreign Value Ord 231.79M 3.07 0.81 4.14

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 22.72B 12.39 5.74 8.67
  DFA US Small Cap Value I 15.98B 9.57 7.93 8.61
  DFA US Targeted Value I 13.18B 9.33 7.55 9.16
  Vanguard Small Cap Value Index I 6.71B 12.41 5.75 8.68
  Invesco SmallCapValue Y 3.86B 24.81 17.16 12.03

Top Holdings

Name ISIN Weight % Last Change %
  Barrett US0684631080 2.70 41.34 -1.29%
  SLM US78442P1066 2.64 26.95 -1.96%
  OFG Bancorp PR67103X1020 2.52 40.44 -3.83%
  South Plains Financial US83946P1075 2.42 32.35 -3.40%
  International Bancshares US4590441030 2.35 62.72 -1.85%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

USBNX Comments

Write your thoughts about Pear Tree Polaris Small Cap Fund Ordinary Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email