QISOX – Pear Tree Polaris Intl Opps Ord Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets issuers. Its sub-adviser generally seeks to identify more than 30 foreign markets securities that the sub-adviser considers as having the best opportunity for total return.

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
QISOX	Pear Tree Polaris International Opportunities Fund Ordinary Shares	No Load	Open			Jan 29, 2019	$11.77M	1.440%	High	$2,500	−$1.39M
QISIX	Pear Tree Polaris International Opportunities Fund Institutional Shares	Institutional	Open			Jan 29, 2019	$11.20M	0.990%	Below Average	$1M	−$17.68M
QISRX	Pear Tree Polaris International Opportunities Fund R6 Shares	Retirement, Large	Open			Jan 29, 2019	$33.69M	0.960%	Below Average	$100,000	−$691,688.90

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