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QUSRX Pear Tree Polaris Fgn Val Sm Cap R6 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations and/or future cash flows. The fund is non-diversified.

Volume

The average weekly volume growth across all stocks in the Pear Tree Polaris Fgn Val Sm Cap R6 MF was -9%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 66
Price Growth Rating: 55
SMR Rating: 73
Profit Risk Rating: 78
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, QUSRX has been closely correlated with QUSIX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if QUSRX jumps, then QUSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QUSRX
1D Price
Change %
QUSRX100%
-0.71%
QUSIX - QUSRX
100%
Closely correlated
-0.76%
DFVQX - QUSRX
75%
Closely correlated
-0.65%
DISVX - QUSRX
75%
Closely correlated
-0.76%
AVANX - QUSRX
73%
Closely correlated
-0.63%
BISAX - QUSRX
72%
Closely correlated
N/A
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