Pear Tree Polaris Foreign Value Fund

Frequently Asked Questions About QFVOX

What does QFVOX invest in?

This fund typically allocates a significant portion—at least 80%—of its total investment capital (encompassing both its net assets and any borrowed funds) to equity securities. These investments specifically target companies classified as "foreign markets value issuers." A company earns this designation if it operates in any industry sector and generates 50% or more of its total income or profits from either producing goods/services or making sales in regions outside of the United States. Additionally, it's important to note that this investment vehicle is considered non-diversified.

What is the expense ratio of QFVOX?

Pear Tree Polaris Foreign Value Fund (QFVOX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QFVOX?

Pear Tree Polaris Foreign Value Fund (QFVOX) manages $1.52B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is QFVOX actively managed or an index fund?

QFVOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was QFVOX launched?

Pear Tree Polaris Foreign Value Fund (QFVOX) launched in May 1998 and is managed by the fund issuer.

How has QFVOX performed?

QFVOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.