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 R6 MF is 4.35B. The market cap for tickers in the group ranges from 860.76M to 10.99B. ARW holds the highest valuation in this group at 10.99B. The lowest valued company is SPFI at 860.76M.
Volume
The average weekly volume growth across all stocks in the Pear Tree Polaris Small Cap R6 MF was 17%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was 121%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 40
Price Growth Rating: 46
SMR Rating: 59
Profit Risk Rating: 36
Seasonality Score: -10 (-100 ... +100)