Pzena Small Cap Fund Quote
| PZISX Fund | USD 13.12 0.09 0.68% |
PerformanceGood
| Odds Of DistressLow
|
Pzena Small is trading at 13.12 as of the 19th of July 2025; that is 0.68 percent decrease since the beginning of the trading day. The fund's open price was 13.21. Pzena Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in stocks of small-cap companies. The adviser defines a small-cap company as an issuer whose market capitalization at the time of initial purchase is in the range of those found in the Russell 2000 Index during the most recent 11-month period plus the most recent data during the current month .. More on Pzena Small Cap
Moving together with Pzena Mutual Fund
Pzena Mutual Fund Highlights
| Fund Concentration | Pzena Funds, Large Funds, Small Value Funds, Small Value, Pzena (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of June 2023 |
| Fiscal Year End | February |
Pzena Small Cap [PZISX] is traded in USA and was established 19th of July 2025. Pzena Small is listed under Pzena category by Fama And French industry classification. The fund is listed under Small Value category and is part of Pzena family. This fund at this time has accumulated 43.56 M in assets with minimum initial investment of 1000 K. Pzena Small Cap is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.02%, while the total return for the last 3 years was 10.92%.
Check Pzena Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pzena Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pzena Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pzena Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pzena Small Cap Mutual Fund Constituents
| OMI | Owens Minor | Stock | Health Care | |
| REVG | Rev Group | Stock | Industrials | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| JELD | Jeld Wen Holding | Stock | Industrials | |
| GTLS | Chart Industries | Stock | Industrials | |
| CAR | Avis Budget Group | Stock | Industrials | |
| PAY | Paymentus Holdings | Stock | Information Technology | |
| EPAC | Enerpac Tool Group | Stock | Industrials |
Pzena Small Cap Risk Profiles
| Mean Deviation | 1.28 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.6 |
Pzena Small Against Markets
Other Information on Investing in Pzena Mutual Fund
Pzena Small financial ratios help investors to determine whether Pzena Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pzena with respect to the benefits of owning Pzena Small security.
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