Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Pzena Investment Management Mutual Funds
View all of Pzena Investment Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Pzena Investment Management Mutual Funds List
1 to 11 of 11 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Investor | PZVEX | Diversified Emerging Mkts | 6.49% | 86 | 1.430% | High | No Load | $5,000 | ||
| Pzena Emerging Markets Value Fund Institutional | PZIEX | Diversified Emerging Mkts | 6.78% | 84 | 1.080% | Above Average | Institutional | $1M | ||
| Pzena International Small Cap Value Fund Institutional Class | PZIIX | Foreign Small/Mid Value | 5.30% | 87 | 1.030% | Average | Institutional | $1M | ||
| Pzena International Value Fund Investor | PZVNX | Foreign Large Value | 18.88% | 13 | 1.090% | Above Average | No Load | $5,000 | ||
| Pzena International Value Fund Institutional | PZINX | Foreign Large Value | 19.01% | 13 | 0.740% | Below Average | Institutional | $1M | ||
| Pzena International Small Cap Value Fund Investor Class | PZVIX | Foreign Small/Mid Value | 5.09% | 90 | 1.380% | Above Average | No Load | $5,000 | ||
| Pzena Small Cap Value Fund Investor Class | PZVSX | Small Value | 19.06% | 38 | 1.350% | High | No Load | $5,000 | ||
| Pzena Mid Cap Value Fund Investor Class | PZVMX | Mid-Cap Value | 20.12% | 23 | 1.250% | High | No Load | $5,000 | ||
| Pzena Mid Cap Value Fund Institutional Class | PZIMX | Mid-Cap Value | 20.39% | 22 | 0.900% | Above Average | Institutional | $1M | ||
| Pzena Small Cap Value Fund Institutional Class | PZISX | Small Value | 19.30% | 36 | 1.000% | Above Average | Institutional | $1M | ||
| Pzena Emerging Markets Value Fund C USD Shares | — | Global Emerging Markets Equity | — | — | — | — | High | — | — |
Pzena Investment Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States