QGIAX : Pear Tree Quality Fund Institutional Shares

QGIAX is a US Stocks Market Large Blend with HIGH fees.

QGIAX

Pear Tree Quality Fund Institutional Shares

FI Score

37 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

37% FI Score
  • qgiax
  • Mutual Fund
  • US Stocks
  • Large Blend

Pear Tree Quality Fund Institutional Shares

Expenses: 0.87% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

Largest Holdings

Amount Holding
6.24% Microsoft Corp
4.92% Apple Inc
4.27% Oracle Corp
4.01% UnitedHealth Group Inc
3.54% Johnson & Johnson
3.38% Roche Holding AG ADR
3.27% Medtronic PLC
3.15% Coca-Cola Co
3.13% Alphabet Inc A
3.10% Accenture PLC Class A
2.92% U.S. Bancorp
2.91% Wells Fargo & Co
2.89% Merck & Co Inc
2.73% Taiwan Semiconductor Manufacturing Co Ltd ADR
2.73% 3M Co
2.67% Anthem Inc
2.57% Texas Instruments Inc
2.55% Philip Morris International Inc
2.50% Facebook Inc A
2.49% American Express Co
2.41% Alphabet Inc Class C
2.41% TJX Companies Inc
2.19% Eli Lilly and Co
2.00% Unilever PLC ADR
1.85% Cisco Systems Inc

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