PZIMX Mutual Fund

PZIMX Mutual Fund (Pzena Mid Cap Value Fund Institutional Class) is managed by Pzena Funds with $69.7M in net assets. PZIMX expense ratio is 0.90%, holding 41 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2014-03-31.

PZIMX performance shows a YTD return of 12.50%. The 1-year return is 11.63% and the 5-year return is 7.73%. PZIMX dividend yield stands at 0.20%.

PZIMX top holdings include Baxter International Inc. (5.7%), Humana Inc. (5.4%), Robert Half International Inc. (4.7%), Universal Health Services Inc. (3.7%), Advance Auto Parts Inc. (3.6%). Go to all PZIMX holdings, PZIMX sectors, or PZIMX dividends.

PZIMX can be compared against other funds. Use PZIMX overlap to find shared positions, or PZIMX vs another fund for a side-by-side view. PZIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.