USBNX Mutual Fund
USBNX Mutual Fund
Pear Tree Polaris Small Cap Fund Ordinary Shares

USBNX Mutual Fund Overview
USBNX Mutual Fund (Pear Tree Polaris Small Cap Fund Ordinary Shares) is managed by Pear Tree Funds with $26.9M in net assets. USBNX expense ratio is 1.42%, holding 51 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1992-08-03.
USBNX performance shows a YTD return of 19.02%. The 1-year return is 25.17% and the 5-year return is 8.63%. USBNX dividend yield stands at 11.84%, paid annually.
USBNX top holdings include Laureate Education Inc (2.7%), Lantheus Holdings Inc (2.7%), Northeast Bank (2.6%), Ingles Markets Inc (2.6%), Bank of N.t. Butterfield & Son Ltd (2.6%). View all USBNX holdings, sector breakdown, or dividend history.
USBNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USBNX alternatives are available via the screener, along with tax-loss harvesting opportunities.