PZVSX Mutual Fund

PZVSX Mutual Fund (Pzena Small Cap Value Fund Investor Class) is managed by Pzena Funds with $4.2M in net assets. PZVSX expense ratio is 1.35%, holding 50 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2016-04-27.

PZVSX performance shows a YTD return of 22.86%. The 1-year return is 28.03% and the 5-year return is 8.61%. PZVSX dividend yield stands at 1.89%, paid annually.

PZVSX top holdings include Advance Auto Parts Inc. (4.2%), Spectrum Brands Holdings Inc (4.0%), Teleflex Inc (3.4%), First American Government Obligations Fund (3.4%), Adient Plc (3.1%). Go to all PZVSX holdings, PZVSX sectors, or PZVSX dividends.

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