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QGIRX Pear Tree Quality R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Meta Platforms (NASDAQ:META), Johnson & Johnson (NYSE:JNJ), Lam Research Corp (NASDAQ:LRCX), Texas Instruments (NASDAQ:TXN).

Industry description

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

Market Cap

The average market capitalization across the Pear Tree Quality R6 MF is 2T. The market cap for tickers in the group ranges from 232.67B to 4.51T. AAPL holds the highest valuation in this group at 4.51T. The lowest valued company is TMO at 232.67B.

Volume

The average weekly volume growth across all stocks in the Pear Tree Quality R6 MF was 29%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -62%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 46
Price Growth Rating: 40
SMR Rating: 29
Profit Risk Rating: 36
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor tells us that QGIRX and VTSMX have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that QGIRX and VTSMX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QGIRX
1D Price
Change %
QGIRX100%
+0.64%
VTSMX - QGIRX
21%
Poorly correlated
+0.49%
VTSAX - QGIRX
21%
Poorly correlated
+0.49%
VSTSX - QGIRX
21%
Poorly correlated
+0.49%
VITSX - QGIRX
21%
Poorly correlated
+0.49%
VSMPX - QGIRX
21%
Poorly correlated
+0.49%