Pear Tree Polaris Small Cap Fund (USBNX) Research

Under typical market conditions, the Pear Tree Polaris Small Cap Fund allocates a minimum of 80% of its investable assets (which include net assets plus any funds borrowed for investment) to the equity holdings of small-capitalization companies. These holdings consist of common stocks, warrants, and other securities that are either derived from or convertible into common shares. Furthermore, as a core part of its investment approach, the fund has the flexibility to dedicate up to 15% of its net assets (as valued at the time of investment) to foreign company securities. This can include stocks traded on non-U.S. exchanges, American Depositary Receipts (ADRs), and international securities listed on U.S. exchanges.

Market snapshot

Symbol
USBNX
Price
$29.31
Day change
+1.07%
Market cap
$99.4M
52-week range
25.68-29.85
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Balanced Fund (AABPX)
  • Virtus NFJ International Value Fund (AFJAX)
  • Chase Growth Fund (CHASX)
  • The GDL Fund (GDL)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • LSV Global Value Fund (LVAGX)
  • Reynolds Blue Chip Growth Fund (RBCGX)
  • Virtus Global Multi-Sector Income Fund (VGI)

Open Pear Tree Polaris Small Cap Fund (USBNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.