Morningstar

Pear Tree Polaris Small Cap Fund Ordinary Class USBNX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 29.88  /  +1.12 %
  • Total Assets 96.4M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.67%
  • Turnover 37%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:29 AM GMT+0

Morningstar’s Analysis USBNX

Will USBNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USBNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USBNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USBNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pear Tree Polaris Small Cap Ord holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings USBNX

More USBNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVR Energy Inc

2.80 3M
Energy

Arrow Electronics Inc

2.76 3M
Technology

Avnet Inc

2.75 3M
Technology

ePlus Inc

2.63 2M
Technology

Northeast Bank

2.54 2M
Financial Services

Applied Industrial Technologies Inc

2.53 2M
Industrials

Waystar Holding Corp

2.50 2M
Healthcare

Laureate Education Inc Shs

2.48 2M
Consumer Defensive

OFG Bancorp

2.48 2M
Financial Services

Limbach Holdings Inc

2.36 2M
Industrials

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