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Morningstar

Pear Tree Essex Environmental Opps Ins GEOSX

Morningstar Analyst Rating
Quantitative rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 14.81  /  1.46 %
  • Total Assets 77.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis GEOSX

Will GEOSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GEOSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GEOSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GEOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Pear Tree Essex Environmental Opps Ins’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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