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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1080 | 1047 | 1381 | 1872 | 2121 |
Fund Return | 6.96% | 8.03% | 4.7% | 11.37% | 13.37% | 7.81% |
Place in category | 100 | 483 | 221 | 126 | 258 | 253 |
% in Category | 24 | 95 | 54 | 34 | 61 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pear Tree Quality Ordinary | 2.93B | 7.52 | 18.39 | 14.70 | ||
Pear Tree Quality Fund Institutiona | 2.93B | 7.77 | 18.84 | 15.10 | ||
Pear Tree Polaris Foreign Value Ins | 990.98M | 22.18 | 15.28 | 6.27 | ||
Pear Tree Polaris Fgn Val Sm Cap In | 558.54M | 25.92 | 15.14 | 7.37 | ||
Pear Tree Polaris Foreign Value Ord | 247.8M | -0.69 | -0.43 | 3.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.17B | 6.49 | 11.73 | 9.78 | ||
DFA US Small Cap Value I | 16.57B | 5.96 | 12.37 | 9.83 | ||
DFA US Targeted Value I | 13.8B | 7.07 | 12.57 | 10.23 | ||
Vanguard Small Cap Value Index I | 6.55B | 6.49 | 11.74 | 9.79 | ||
Invesco SmallCapValue Y | 4.55B | 7.42 | 21.02 | 13.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of N.T. Butterfield Son | BMG0772R2087 | 2.44 | 44.82 | -1.99% | |
Progress | US7433121008 | 2.40 | 41.96 | -3.43% | |
ePlus | US2942681071 | 2.40 | 74.08 | -0.52% | |
Netstreit | US64119V3033 | 2.31 | 18.00 | -1.91% | |
SLM | US78442P1066 | 2.31 | 28.43 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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