Pzena Emerging Markets Fund Quote

PZIEX Fund  USD 12.41  0.31  2.44%   

Performance

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Odds Of Distress

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Pzena Emerging is trading at 12.41 as of the 1st of March 2025; that is 2.44 percent down since the beginning of the trading day. The fund's open price was 12.72. Pzena Emerging has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in stocks of companies located in emerging market countries. It seeks to invest in stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. More on Pzena Emerging Markets

Moving together with Pzena Mutual Fund

  0.84PZIIX Pzena International SmallPairCorr
  0.81PZINX Pzena International ValuePairCorr
  0.84PZVIX Pzena International SmallPairCorr

Pzena Mutual Fund Highlights

Fund ConcentrationPzena Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Pzena (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of June 2023
Fiscal Year EndFebruary
Pzena Emerging Markets [PZIEX] is traded in USA and was established 1st of March 2025. Pzena Emerging is listed under Pzena category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Pzena family. This fund at this time has accumulated 1.18 B in assets with minimum initial investment of 1000 K. Pzena Emerging Markets is currently producing year-to-date (YTD) return of 7.07% with the current yeild of 0.04%, while the total return for the last 3 years was 6.02%.
Check Pzena Emerging 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 Pzena 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 Pzena 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 Pzena Emerging Markets 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 Pzena Emerging Markets Mutual Fund Constituents

BIDUBaidu IncStockCommunication Services
CTSHCognizant Technology SolutionsStockInformation Technology
ROSNRosinbombPink SheetSpecialty Industrial Machinery
TCOMTrip Group LtdStockConsumer Discretionary
More Details

Pzena Emerging Markets Risk Profiles

Pzena Emerging Against Markets

Other Information on Investing in Pzena Mutual Fund

Pzena Emerging financial ratios help investors to determine whether Pzena Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pzena with respect to the benefits of owning Pzena Emerging security.
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