Pear Tree Columbia Micro Cap Ordinary

 (MUTF:PTFMX)   Watch this mutual fund  
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Trailing returns

1 day   +0.93%
1 week   +1.21%
4 week   +7.72%
3 month
YTD   +8.84%
1 year   +10.51%
3 years*   -  
5 years*   -  
Best 3 month return+12.59%  
Worst 3 month return-6.34%  

Morningstar statistics

Morningstar category: Small Blend
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets4.49M 
Front load-  
Deferred load-  
Expense ratio2.25%  
Management fee-  
Fund familyPear Tree Funds 

Asset allocation


Purchase information

IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$100  
Dec 19, 4:00PM EST


The investment seeks long-term growth of capital. The fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in stocks of micro-cap companies. It considers a micro-cap company to be a company having a market capitalization at time of purchase no larger than the market capitalization of the largest company in the Russell Microcap� Index. The fund may lend its securities. It may hold cash, or it may manage its cash by investing in cash equivalents and money market funds. The fund also may take temporary defensive positions that are inconsistent with its principal investment strategies. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Robert von Pentz (Started: Sep 8, 2011)
Daniel Goldstein (Started: Sep 8, 2011)
Advisor Company:
Pear Tree Advisors, Inc.
Fund family reports on Morningstar »


  1 year 3 years 5 years 10 years  
Alpha* -7.47     -     -     -
Beta* 1.11     -     -     -
Mean annual return 0.82     -     -     -
R-squared* 79.14     -     -     -
Standard deviation 13.16     -     -     -
Sharpe ratio 0.74     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets, Inc. (OSTK) 1.47%  
Virtus Investment Partners, Inc. (VRTS) 1.37%  
HomeStreet Inc (HMST) 1.29%  
Destination Maternity Corp (DEST) 1.27%  
Omega Flex, Inc. (OFLX) 1.27%  
Nautilus Group, Inc. (NLS) 1.26%  
TPC Group, Inc. (TPCG) 1.23%  
Ruth's Hospitality Group, Inc. (RUTH) 1.22%  
Lionbridge Technologies, Inc. (LIOX) 1.22%  
Reis, Inc. (REIS) 1.21%