Pzena Mid Cap Fund Quote

PZIMX Fund  USD 11.75  0.09  0.77%   

Performance

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Odds Of Distress

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Pzena Mid is trading at 11.75 as of the 28th of March 2025; that is 0.77 percent up since the beginning of the trading day. The fund's open price was 11.66. Pzena Mid has about a 21 % 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 28th of December 2024 and ending today, the 28th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in stocks of mid-cap companies. It seeks to invest in mid cap company 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 Mid Cap

Moving together with Pzena Mutual Fund

  0.94PZISX Pzena Small CapPairCorr

Moving against Pzena Mutual Fund

  0.61PZIIX Pzena International SmallPairCorr
  0.61PZVIX Pzena International SmallPairCorr
  0.59PZINX Pzena International ValuePairCorr
  0.59PZVNX Pzena International ValuePairCorr
  0.58PZIEX Pzena Emerging MarketsPairCorr
  0.58PZVEX Pzena Emerging MarketsPairCorr

Pzena Mutual Fund Highlights

Fund ConcentrationPzena Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Pzena (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of June 2023
Fiscal Year EndFebruary
Pzena Mid Cap [PZIMX] is traded in USA and was established 28th of March 2025. Pzena Mid is listed under Pzena category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Pzena family. This fund at this time has accumulated 130.53 M in assets with minimum initial investment of 1000 K. Pzena Mid Cap is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.01%, while the total return for the last 3 years was 2.44%.
Check Pzena Mid Probability Of Bankruptcy

Instrument Allocation

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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.
H...C...100%
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pzena Mid Cap 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 Mid Cap Mutual Fund Constituents

NRGNRG EnergyStockUtilities
HALHalliburtonStockEnergy
EIXEdison InternationalStockUtilities
KKRKKR Co LPStockFinancials
LEALear CorporationStockConsumer Discretionary
OMCOmnicom GroupStockCommunication Services
OLNOlin CorporationStockMaterials
VOYAVoya FinancialStockFinancials
More Details

Pzena Mid Cap Risk Profiles

Pzena Mid Against Markets

Other Information on Investing in Pzena Mutual Fund

Pzena Mid 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 Mid security.
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