PZVSX Mutual Fund

PZVSX Mutual Fund (Pzena Small Cap Value Fund Investor Class) is managed by Pzena Funds with $3.8M in net assets. PZVSX expense ratio is 1.35%, holding 50 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2016-04-27.

PZVSX performance shows a YTD return of 13.01%. The 1-year return is 8.41% and the 5-year return is 7.94%.

PZVSX 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 PZVSX holdings, PZVSX sectors, or PZVSX dividends.

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