- What are the top holdings of USBNX?
- Pear Tree Polaris Small Cap Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does USBNX have?
- USBNX holds — positions as reported by the fund's most recent disclosure.
- What sectors does USBNX invest in?
- Pear Tree Polaris Small Cap Fund (USBNX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is USBNX most exposed to?
- USBNX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is USBNX a US-only fund?
- The country allocation card on this page shows USBNX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does USBNX invest in?
- Under typical market conditions, the Pear Tree Polaris Small Cap Fund allocates a minimum of 80% of its investable assets (which include net assets plus any funds borrowed for investment) to the equity holdings of small-capitalization companies. These holdings consist of common stocks, warrants, and other securities that are either derived from or convertible into common shares. Furthermore, as a core part of its investment approach, the fund has the flexibility to dedicate up to 15% of its net assets (as valued at the time of investment) to foreign company securities. This can include stocks traded on non-U.S. exchanges, American Depositary Receipts (ADRs), and international securities listed on U.S. exchanges.
