Industry description
The investment seeks maximum long-term capital appreciation.
Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets (determined at the time of investment) in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts (“ADRs”) and foreign securities traded on U.S. exchanges. It is non-diversified.
Market Cap
The average market capitalization across the Pear Tree Polaris Small Cap Instl MF is 4.93B. The market cap for tickers in the group ranges from 421.01M to 9.3B. EXP holds the highest valuation in this group at 9.3B. The lowest valued company is SPFI at 421.01M.
Volume
The average weekly volume growth across all stocks in the Pear Tree Polaris Small Cap Instl MF was 4%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 37
Price Growth Rating: 45
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: 20 (-100 ... +100)