Pear Tree Polaris Fgn Val Sm Cap Instl
LINCOLN NE 01773
55 OLD BEDFORD ROAD SUITE 202
Pear Tree Funds
800-326-2151
管理資訊
,自 2017年9月18日 起的牽頭經辦人
Jason Crawshaw joined the team as an Analyst in January 2014, became an LLC member in 2015, and was named an Assistant Portfolio Manager in early 2016. He was promoted to Portfolio Manager in January 2021. Mr. Crawshaw is a generalist and conducts fundamental analysis of potential investment opportunities. He brings 19 years of investment industry experience to the firm. Mr. Crawshaw was previously a portfolio manager with Liberty Square Asset Management, where he co-managed international long and long/short equity funds and helped direct Liberty’s research effort. Prior to joining Liberty, he was a portfolio manager with Brait Specialized Funds U.S., where he managed a U.S. long/short small cap equity hedge fund. He served in a similar role at Equinox, a spin-off from Coronation Securities. Early in his career, Mr. Crawshaw was an equity analyst responsible for small- and mid-cap research for a proprietary fund at First Rand and Coronation Securities of South Africa. Mr. Crawshaw obtained his master’s in business administration from University of Notre Dame and graduated magna cum laude in 1994. He received his undergraduate degree from Middlebury College in 1992.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Foreign Small/Mid Value
基金家族Pear Tree Funds
淨資產1.02B
本年度至今日回報1.79%
收益率2.44%
晨星評級★★★
成立日期2008年4月30日
基金運作
上次股息0.39
上次資本增益-8.00
持股週轉率18.00%
組別平均無
費用與支出
支出QUSIX類別平均
年報支出比率 (淨值)1.05%0.97%
招股書淨支出比率1.05%無
招股書總支出比率1.27%無
最高 12b1 費用無無
最高首次認購費無5.75%
最高遞延銷售費用無1.00%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
