Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund (QFFOX)
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Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund
LINCOLN NE 01773
55 OLD BEDFORD ROAD SUITE 202
Pear Tree Funds
800-326-2151
Management information
José Gerardo Morales,Lead manager since 7 December 2018
José is Co-Portfolio Manager for the Axiom Emerging Markets Equity and Emerging Markets World Equity Strategies. He has extensive experience covering emerging market equities over the prior 20-year period. Before joining Axiom, José was a Portfolio Manager/CIO at Mirae Asset Global Investments where he was lead manager of several emerging markets and global equity funds. Prior to Mirae, José was the Head of Emerging European Equities at Pictet Asset Management. He held similar positions at West LP Mellon and HSBC Asset Management. José has the designation of Chartered Financial Analyst, holds a B.Sc. in Finance from George Mason University, and an M.B.A. in Investment Analysis and International Business from Georgetown University. He is fluent in Spanish and proficient in Italian.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryDiversified Emerging Mkts
Fund familyPear Tree Funds
Net assets61.98M
YTD return-2.71%
Yield0.00%
Morningstar rating★★
Inception date1 Apr 1996
Fund operations
Last dividend0.10
Last cap gain-53.00
Holdings turnover117.00%
Average for categoryN/A
Fees and expenses
ExpenseQFFOXCategory average
Annual report expense ratio (net)1.19%1.23%
Prospectus net expense ratio1.19%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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