Pear Tree Quality Fund (USBOX)
Pear Tree Quality Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Lincoln, MA, US. The stock last traded at $22.32, down 0.04% on the session, giving a market capitalisation of $268.6M. Its beta of 0.97 implies it has historically moved less than the broad market.
Under typical market conditions, this fund commits a minimum of 80% of its net assets to equity securities issued by U.S. companies. Its main investment strategy targets large-capitalization firms, defined as those with a market capitalization exceeding $5 billion at the moment of acquisition. American Depositary Receipts (ADRs) frequently constitute a portion of its holdings. The fund also reserves the right to employ derivatives—financial instruments whose value is derived from or linked to changes in underlying assets such as securities, currencies, indices, or other financial tools. This investment vehicle is classified as non-diversified.
Pear Tree Quality Fund is most often compared with the following Financial Services names: