QGIAX Mutual Fund Quote

QGIAX
 Fund
  

USD 19.74  0.43  2.23%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Pear Tree is trading at 19.74 as of the 4th of October 2022; that is 2.23 percent up since the beginning of the trading day. The fund's open price was 19.31. Pear Tree has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Pear Tree Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2022 and ending today, the 4th of October 2022. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. Pear Tree is traded on NASDAQ Exchange in the United States. More on Pear Tree Quality

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Pear Tree Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pear Tree's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pear Tree or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Pear Tree Quality generated a negative expected return over the last 90 days
Pear Tree Quality is unlikely to experience financial distress in the next 2 years
The fund maintains 97.05% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Pear Tree's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate31st of December 2011
Pear Tree Quality [QGIAX] is traded in USA and was established 4th of October 2022. The fund is listed under Large Blend category and is part of Pear Tree Funds family. Pear Tree Quality at this time has accumulated 222.04 M in assets with minimum initial investment of 1000 K. , while the total return for the last 3 years was 11.36%.
Check Pear Tree Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on QGIAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding QGIAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pear Tree Quality Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Pear Tree Quality Constituents

Pear Tree Target Price Odds Analysis

Based on a normal probability distribution, the odds of Pear Tree jumping above the current price in 90 days from now is over 95.72%. The Pear Tree Quality probability density function shows the probability of Pear Tree mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Pear Tree has a beta of 0.9824 indicating Pear Tree Quality market returns are sensitive to returns on the market. As the market goes up or down, Pear Tree is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Pear Tree Quality is significantly underperforming DOW.
  Odds Below 19.74HorizonTargetOdds Above 19.74
4.22%90 days
 19.74 
95.72%
Based on a normal probability distribution, the odds of Pear Tree to move above the current price in 90 days from now is over 95.72 (This Pear Tree Quality probability density function shows the probability of QGIAX Mutual Fund to fall within a particular range of prices over 90 days) .

Pear Tree Quality Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pear Tree market risk premium is the additional return an investor will receive from holding Pear Tree long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pear Tree. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pear Tree's alpha and beta are two of the key measurements used to evaluate Pear Tree's performance over the market, the standard measures of volatility play an important role as well.

Pear Tree Against Markets

Picking the right benchmark for Pear Tree mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pear Tree mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pear Tree is critical whether you are bullish or bearish towards Pear Tree Quality at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Pear Tree without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Pear Tree Quality?

The danger of trading Pear Tree Quality is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pear Tree is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pear Tree. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pear Tree Quality is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Your Equity Center. Note that the Pear Tree Quality information on this page should be used as a complementary analysis to other Pear Tree's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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When running Pear Tree Quality price analysis, check to measure Pear Tree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pear Tree is operating at the current time. Most of Pear Tree's value examination focuses on studying past and present price action to predict the probability of Pear Tree's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Pear Tree's price. Additionally, you may evaluate how the addition of Pear Tree to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Pear Tree's value and its price as these two are different measures arrived at by different means. Investors typically determine Pear Tree value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pear Tree's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.