Pear Tree Quality Fund (USBOX) Research
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.
Market snapshot
- Symbol
- USBOX
- Price
- $20.98
- Day change
- +0.91%
- Market cap
- $269.9M
- 52-week range
- 18.18-26.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
- BNY Mellon International Stock Index Fund (DIISX)
- VanEck Emerging Markets Fund (GBFAX)
- abrdn U.S. Small Cap Equity Fund (GSXIX)
- ClearBridge Mid Cap Growth Fund (LBGIX)
- Victory Integrity Mid-Cap Value Fund (MYIMX)
- Northern Large Cap Core Fund (NOLCX)
- Wasatch Micro Cap Value Fund (WAMVX)
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