PZVMX Mutual Fund

PZVMX Mutual Fund (Pzena Mid Cap Value Fund Investor Class) is managed by Pzena Funds with $2.1M in net assets. PZVMX expense ratio is 1.25%, holding 41 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2014-03-31.

PZVMX performance shows a YTD return of 21.07%. The 1-year return is 14.04% and the 5-year return is 7.34%. PZVMX dividend yield stands at 3.53%, paid annually.

PZVMX 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 PZVMX holdings, PZVMX sectors, or PZVMX dividends.

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