Pear tree polaris small cap fundQBNRX

MUTUAL FUNDPear Tree
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$92.1M
Expense ratio
1.05%
1-year return
+15.4%
3 years, a year
—
5 years, a year
—
Holdings
51

What it aims to do.

Maximum long-term capital appreciation.

Top 10 holdings.

Holding% of fund
LAUR Laureate Education, Inc.2.72%
LNTH Lantheus Holdings, Inc.2.71%
Northeast Bancorp2.64%
IMKTA Ingles Markets Inc.2.63%
NTB The Bank of N.T. Butterfield & Son Limited2.60%
VVX V2X, Inc.2.54%
BKH Black Hills Corporation2.54%
BOKF BOK Financial Corporation2.53%
SPFI South Plains Financial, Inc.2.48%
PRDO Perdoceo Education Corporation2.45%

More on QBNRX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.