PZIIX Mutual Fund
PZIIX Mutual Fund
NAV$14.96
AUM$220M
TER1.03%
Holdings44
See how much of PZIIX you already own
PZIIX Mutual Fund
NAV$14.96
Pzena International Small Cap Value Fund Institutional Class
AUM$220M
TER1.03%
Holdings44
See how much of PZIIX you already own
PZIIX Mutual Fund Overlap Analysis
PZIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PZIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, PZIIX may share significant positions with broad-market funds.
PZIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PZIIX tax-loss harvesting finds highly correlated but non-identical funds.