QFVIX – Pear Tree Polaris Foreign Value Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and income. Normally, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QFVOX	Pear Tree Polaris Foreign Value Fund Class Ordinary	No Load	Open			May 15, 1998	$264.94M	1.450%	High	$2,500	−$43.36M
QFVIX	Pear Tree Polaris Foreign Value Fund Class Institutional	Institutional	Open			Dec 18, 1998	$732.18M	1.080%	High	$1M	−$417.81M
QFVRX	Pear Tree Polaris Foreign Value Fund Class R6	Retirement, Large	Open			Feb 6, 2017	$339.80M	0.940%	High	$100,000	−$213.52M

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