USBOX Mutual Fund

USBOX Mutual Fund (Pear Tree Quality Fund Ordinary Shares) is managed by Pear Tree Funds with $85.2M in net assets. USBOX expense ratio is 1.11%, holding 46 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 1985-05-06.

USBOX performance shows a YTD return of 7.32%. The 1-year return is 19.43% and the 5-year return is 11.08%. USBOX dividend yield stands at 27.26%, paid annually.

USBOX top holdings include Microsoft Corp (5.6%), Alphabet Inc Common Stock USD 0.001 (5.6%), Meta Platforms, Inc. (4.8%), Taiwan Semiconductor - Adr (4.6%), Apple, Inc (4.3%). Go to all USBOX holdings, USBOX sectors, or USBOX dividends.

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