Pzena Mid is trading at 12.40 as of the 8th of July 2025; that is 1.27 percent down since the beginning of the trading day. The fund's open price was 12.56. Pzena Mid 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 9th of April 2025 and ending today, the 8th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in stocks of mid-cap companies. It seeks to invest in mid cap company stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. More on Pzena Mid Cap
Pzena Mid Cap [PZVMX] is traded in USA and was established 8th of July 2025. Pzena Mid is listed under Pzena category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Pzena family. This fund at this time has accumulated 130.53 M in assets with no minimum investment requirementsPzena Mid Cap is currently producing year-to-date (YTD) return of 2.87% with the current yeild of 0.01%, while the total return for the last 3 years was 9.59%.
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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 Mid 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.
Other Information on Investing in Pzena Mutual Fund
Pzena Mid 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 Mid security.