PZISX Mutual Fund
PZISX Mutual Fund
NAV$16.11
AUM$102M
TER1.00%
Holdings50
See how much of PZISX you already own
PZISX Mutual Fund
NAV$16.11
Pzena Small Cap Value Fund Institutional Class
AUM$102M
TER1.00%
Holdings50
See how much of PZISX you already own
PZISX Mutual Fund Overlap Analysis
PZISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PZISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, PZISX may share significant positions with broad-market funds.
PZISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PZISX tax-loss harvesting finds highly correlated but non-identical funds.