QUSIX Mutual Fund

QUSIX Mutual Fund (Pear Tree Polaris Foreign Value Small Cap Fund Institutional Shares) is managed by Pear Tree Funds with $489.7M in net assets. QUSIX expense ratio is 1.05%, holding 57 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2008-05-01.

QUSIX performance shows a YTD return of 7.22%. The 1-year return is 10.80% and the 5-year return is 5.55%. QUSIX dividend yield stands at 2.84%, paid annually.

QUSIX top holdings include Equatorial Energia Sa (4.0%), D'ieteren Sa (3.5%), Sopra Steria (3.3%), Glanbia Plc (3.1%), Sixt Se (2.9%). Go to all QUSIX holdings, QUSIX sectors, or QUSIX dividends.

QUSIX can be compared against other funds. Use QUSIX overlap to find shared positions, or QUSIX vs another fund for a side-by-side view. QUSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.