A Mutual Fund That Aims for 9% Returns Overseas

Pear Tree Polaris Foreign Value’s goal is to beat foreign stocks by two percentage points a year.

Like most funds that don’t hedge against currency swings, Pear Tree Polaris Foreign Value (QFVOX) has delivered mediocre results lately. But its long-term record rocks. Over the past 15 years, it earned 8.6% annualized, more than double the gain of the foreign-stock MSCI EAFE index and, surprisingly, nearly twice the return of U.S. stocks.

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Ryan Ermey
Former Associate Editor, Kiplinger's Personal Finance

Ryan joined Kiplinger in the fall of 2013. He wrote and fact-checked stories that appeared in Kiplinger's Personal Finance magazine and on Kiplinger.com. He previously interned for the CBS Evening News investigative team and worked as a copy editor and features columnist at the GW Hatchet. He holds a BA in English and creative writing from George Washington University.