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Morningstar

Pear Tree Essex Environmental Opps Ins GEOSX

Morningstar Medalist Rating
Medalist Rating as of | See Pear Tree Investment Hub
  • NAV / 1-Day Return 13.39  /  +1.06 %
  • Total Assets 44.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:13 PM GMT+0

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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pear Tree Essex Environmental Opps Ins to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings GEOSX

More GEOSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

6.26 2.8 Mil
Utilities

Primoris Services Corp

4.54 2.1 Mil
Industrials

Badger Meter Inc

4.38 2.0 Mil
Technology

Hubbell Inc

4.35 2.0 Mil
Industrials

KION GROUP AG

4.33 2.0 Mil
Industrials

Mueller Water Products, Inc. Class A

4.16 1.9 Mil
Industrials

Landis+Gyr Group AG

4.15 1.9 Mil
Industrials

Kingspan Group PLC

4.01 1.8 Mil
Industrials

Valmont Industries Inc

3.98 1.8 Mil
Industrials

Keyence Corp

3.74 1.7 Mil
Technology