About QFVIX
The Pear Tree Polaris Foreign Value Fund Institutional Class is an open-end mutual fund focused on long-term capital growth and income by investing in value-oriented equities of companies outside the United States. Managed by Polaris Capital Management, the fund primarily targets firms in developed markets that are part of the Morgan Stanley Europe, Australasia, and Far East (EAFE) Index, with selective exposure to emerging economies. Utilizing a blend of proprietary quantitative models and in-depth fundamental analysis, the fund identifies stocks with strong, undervalued cash flows, narrowing a broad global universe to a concentrated portfolio of typically 50 to 125 holdings. By diversifying across at least 15 countries and several sectors—including financials, healthcare, industrials, energy, and consumer discretionary—the fund seeks to minimize the impact of individual market fluctuations. It benchmarks its performance against the MSCI EAFE Index, reflecting its commitment to international diversification and value investing in foreign large-cap equities. The fund is designed for institutional investors, with a high minimum investment and expenses that reflect its active management approach.
Fund Family Pear Tree Funds
Category Foreign Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol QFVIX
Share Class Institutional Shares
Index MSCI EAFE TR USD
QFVIX had a total return of 39.93% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.37%.
