PZISX Mutual Fund

PZISX Mutual Fund (Pzena Small Cap Value Fund Institutional Class) is managed by Pzena Funds with $82.7M in net assets. PZISX expense ratio is 1.00%, holding 50 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2016-04-27.

PZISX performance shows a YTD return of 13.33%. The 1-year return is 8.76% and the 5-year return is 8.17%. PZISX dividend yield stands at 2.08%, paid annually.

PZISX top holdings include Robert Half International Inc. (4.3%), Spectrum Brands Holdings Inc (4.0%), Masterbrand Inc (3.4%), Abm Industries Inc (3.1%), First American Government Obligations Fund (2.9%). Go to all PZISX holdings, PZISX sectors, or PZISX dividends.

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