PZIMX Mutual Fund

PZIMX Mutual Fund (Pzena Mid Cap Value Fund Institutional Class) is managed by Pzena Funds with $101.1M in net assets. PZIMX expense ratio is 0.90%, holding 40 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-03-31.

PZIMX performance shows a YTD return of 19.42%. The 1-year return is 21.98% and the 5-year return is 7.98%. PZIMX dividend yield stands at 3.81%, paid annually.

PZIMX top holdings include Humana Inc. (6.7%), Advance Auto Parts Inc. (5.5%), Baxter International Inc. (4.4%), Skyworks Solutions Inc. (3.8%), Sensata Technologies Holding Plc Ordinary Shares (3.7%). Go to all PZIMX holdings, PZIMX sectors, or PZIMX dividends.

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