Pear tree quality fundUSBOX
Type
Mutual fund
Peer group
Global equity
Net assets
$267.7M
Expense ratio
1.11%
1-year return
+9.0%
3 years, a year
+14.8%
5 years, a year
+10.5%
Holdings
46
What it aims to do.
Long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corporation | 5.64% |
| GOOGL Alphabet, Inc. Class A | 5.61% |
| META Meta Platforms, Inc. | 4.79% |
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | 4.63% |
| AAPL Apple, Inc. | 4.35% |
| JNJ Johnson & Johnson | 4.15% |
| LRCX Lam Research Corporation | 3.99% |
| AMZN Amazon.com, Inc. | 3.78% |
| TMO Thermo Fisher Scientific, Inc. | 3.77% |
| ACN Accenture Plc | 2.75% |
More on USBOX.
- USBOX overview
- USBOX holdings
- USBOX risk
- USBOX costs
- USBOX money in and out
- USBOX share classes
- Compare USBOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.