USBNX : Pear Tree Polaris Small Cap Fund Ordinary Class

Fund Summary

The investment seeks maximum long-term capital appreciation. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. While most assets are typically invested in U.S. common stocks, the fund may invest in American Depositary Receipts (ADRs) and foreign stocks traded on U.S. exchanges in keeping with its objectives. It is non-diversified.