PZVMX Mutual Fund

PZVMX Mutual Fund (Pzena Mid Cap Value Fund Investor Class) is managed by Pzena Funds with $2.3M in net assets. PZVMX expense ratio is 1.25%, holding 40 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-03-31.

PZVMX performance shows a YTD return of 19.26%. The 1-year return is 21.64% and the 5-year return is 7.58%. PZVMX dividend yield stands at 3.58%, paid annually.

PZVMX top holdings include Baxter International, Inc. (6.1%), Humana, Inc. (5.2%), Advance Auto Parts Inc. (4.8%), Robert Half International Inc. (4.1%), Dollar General Corp. (3.6%). Go to all PZVMX holdings, PZVMX sectors, or PZVMX dividends.

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