Pear Tree Polaris Foreign Value Small Cap Fund
Shareclass
Pear Tree Polaris Fgn Val Sm Cap R6 (QUSRX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 882 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Pear Tree Polaris Foreign Value Small Cap Fund QUSRX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. SpareBank 1 Ostlandet Depository Receipts0.55% of assets$4.24M invested
- 2. SpareBank 1 Sor Norge ASA1.79% of assets$13.87M invested
- 3. Ipsos SA1.07% of assets$8.35M invested
- 4. OSB Group PLC1.59% of assets$12.32M invested
- 5. Amundi SA2.2% of assets$17.09M invested
- 6. Glanbia PLC1.83% of assets$14.24M invested
- 7. SpareBank 1 SMN Depository Receipts2.01% of assets$15.65M invested
- 8. REN-Redes Energeticas Nacionais Sgps SA1.85% of assets$14.37M invested
- 9. Berkeley Group Holdings (The) PLC1.18% of assets$9.16M invested
- 10. CIE Automotive SA0.65% of assets$5.02M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sankyu Inc1.65% of assets$12.79M invested
- 2. Kyudenko Corp2.32% of assets$18.04M invested
- 3. DOWA Holdings Co Ltd1.6% of assets$12.46M invested
- 4. Loomis AB Class B1.27% of assets$9.85M invested
- 5. Daicel Corp2.3% of assets$17.84M invested
- 6. Ringkjoebing Landbobank AS Bearer and/or registered Shs1.85% of assets$14.39M invested
- 7. D'Ieteren Group2.91% of assets$22.6M invested
- 8. Hexpol AB Class B2.09% of assets$16.24M invested
- 9. Open House Group Co Ltd2.16% of assets$16.79M invested
- 10. Krones AG1.06% of assets$8.26M invested
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Financial performance
Performance data provided by
Find more financial data on QUSRX at Morningstar.com
Find more financial data on QUSRX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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