PZIIX Mutual Fund Analysis & Holdings | MarketXLS

PZIIX Mutual Fund

NAV$14.96

AUM$214M

TER1.04%

Holdings50

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PZIIX Mutual Fund

NAV$14.96

Pzena International Small Cap Value Fund Institutional Class

AUM$214M

TER1.04%

Holdings50

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PZIIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PZIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 50 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.