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QBNAX Pear Tree Polaris Small Cap Instl Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

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.

Market Cap

The average market capitalization across the Pear Tree Polaris Small Cap Instl MF is 6.23B. The market cap for tickers in the group ranges from 824.89M to 30.04B. MKSI holds the highest valuation in this group at 30.04B. The lowest valued company is SPFI at 824.89M.

Volume

The average weekly volume growth across all stocks in the Pear Tree Polaris Small Cap Instl MF was -3%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was 93%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 47
Price Growth Rating: 50
SMR Rating: 47
Profit Risk Rating: 50
Seasonality Score: 45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Pear Tree Funds55 OLD BEDFORD ROAD SUITE 202LINCOLN
Phone
800-326-2151
Web
www.peartreefunds.com
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QBNAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QBNAX has been closely correlated with UBVVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if QBNAX jumps, then UBVVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QBNAX
1D Price
Change %
QBNAX100%
N/A
UBVVX - QBNAX
94%
Closely correlated
N/A
ASVRX - QBNAX
93%
Closely correlated
N/A
VSCAX - QBNAX
87%
Closely correlated
+1.40%
SSGSX - QBNAX
86%
Closely correlated
N/A
VSIIX - QBNAX
21%
Poorly correlated
N/A
More
Pear Tree Polaris Small Cap Instl (QBNAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com