USBOX Mutual Fund (Pear Tree Quality Fund Ordinary Shares) is managed by Pear Tree Funds with $82.5M in net assets. USBOX expense ratio is 1.11%, holding 46 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 1985-05-06.

USBOX performance shows a YTD return of 3.98%. The 1-year return is 15.49% and the 5-year return is 11.36%. USBOX dividend yield stands at 27.67%, paid annually.

USBOX top holdings include Microsoft Corp (5.6%), Alphabet Inc Common Stock USD 0.001 (5.6%), Meta Platforms, Inc. (4.8%), Taiwan Semiconductor - Adr (4.6%), Apple, Inc (4.3%). View all USBOX holdings, sector breakdown, or dividend history.

USBOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.