Pzena Small Cap Fund Quote

PZVSX Fund  USD 12.50  0.14  1.13%   

Performance

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Odds Of Distress

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Pzena Small is trading at 12.50 as of the 17th of March 2025; that is 1.13 percent up since the beginning of the trading day. The fund's open price was 12.36. Pzena Small 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 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in stocks of small-cap companies. The adviser defines a small-cap company as an issuer whose market capitalization at the time of initial purchase is in the range of those found in the Russell 2000 Index during the most recent 11-month period plus the most recent data during the current month .. More on Pzena Small Cap

Moving together with Pzena Mutual Fund

  0.88PZIMX Pzena Mid CapPairCorr
  0.97PZISX Pzena Small CapPairCorr

Moving against Pzena Mutual Fund

  0.43PZINX Pzena International ValuePairCorr
  0.43PZVNX Pzena International ValuePairCorr

Pzena Mutual Fund Highlights

Fund ConcentrationPzena Funds, Large Funds, Small Value Funds, Small Value, Pzena (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of June 2023
Fiscal Year EndFebruary
Pzena Small Cap [PZVSX] is traded in USA and was established 17th of March 2025. Pzena Small is listed under Pzena category by Fama And French industry classification. The fund is listed under Small Value category and is part of Pzena family. This fund at this time has accumulated 43.56 M in assets with no minimum investment requirementsPzena Small Cap is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.01%, while the total return for the last 3 years was 3.55%.
Check Pzena Small 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 Small 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 Small Cap Mutual Fund Constituents

JELDJeld Wen HoldingStockIndustrials
WBSWebster FinancialStockFinancials
GTLSChart IndustriesStockIndustrials
REVGRev GroupStockIndustrials
ROCKGibraltar IndustriesStockIndustrials
RRyder SystemStockIndustrials
DBDDiebold Nixdorf, IncorporatedPink SheetInformation Technology
SCSSteelcaseStockIndustrials
More Details

Pzena Small Cap Risk Profiles

Pzena Small Against Markets

Other Information on Investing in Pzena Mutual Fund

Pzena Small 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 Small security.
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