Pzena Mutual Funds List
Here you can find all mutual funds issued by Pzena and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.36%
- Avg. 1 Year Return
- 28.68%
- Avg. 5 Year Return
- 8.28%
- Median Risk/Return Score
- 17 / 100
Pzena Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | Mar 31, 2014 | 1.08% | 15.84% | 12.59% | 4.15% | 74 | ||||||||
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | Mar 30, 2014 | 1.43% | 15.66% | 12.22% | 3.96% | 73 | ||||||||
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | Jul 1, 2018 | 1.45% | 3.97% | — | 2.52% | 17 | ||||||||
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | Mar 31, 2014 | 1.32% | 11.57% | 9.31% | 3.83% | 9 | ||||||||
| Pzena Small Cap Value Fund | Small Cap Value Equities | Apr 27, 2016 | 1.52% | 14.33% | — | 2.04% | 14 |
Explore top Pzena Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Pzena Mutual funds by Risk/Return Score
The top Pzena Mutual funds by PortfoliosLab Risk/Return Score are PZIEX (74) and PZVEX (73).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | 74 | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 73 | — | Mar 2014 | |
| Pzena International Small Cap Value Fund | 17 | — | Jul 2018 | |
| Pzena Small Cap Value Fund | 14 | — | Apr 2016 | |
| Pzena Mid Cap Value Fund | 9 | — | Mar 2014 |
Best-Performing Pzena Mutual funds Over 5 Years
The top Pzena Mutual funds is PZIEX (11.25%).
Across the lineup, Pzena Mutual funds show an average 1-year return of 28.68% and an average 5-year return of 8.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | 11.25% | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 10.85% | — | Mar 2014 | |
| Pzena International Small Cap Value Fund | 9.55% | — | Jul 2018 | |
| Pzena Small Cap Value Fund | 5.16% | — | Apr 2016 | |
| Pzena Mid Cap Value Fund | 4.58% | — | Mar 2014 |
Lowest-Cost Pzena Mutual funds
The top Pzena Mutual funds is PZIEX (1.08%).
With an average expense ratio of 1.36%, Pzena Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | 1.08% | — | Mar 2014 | |
| Pzena Mid Cap Value Fund | 1.32% | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 1.43% | — | Mar 2014 | |
| Pzena International Small Cap Value Fund | 1.45% | — | Jul 2018 | |
| Pzena Small Cap Value Fund | 1.52% | — | Apr 2016 |
Highest-Yield Pzena Mutual funds
The top Pzena Mutual funds is PZIEX (4.15%).
Across the lineup, Pzena Mutual funds show an average dividend yield of 3.30%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | 4.15% | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 3.96% | — | Mar 2014 | |
| Pzena Mid Cap Value Fund | 3.83% | — | Mar 2014 | |
| Pzena International Small Cap Value Fund | 2.52% | — | Jul 2018 | |
| Pzena Small Cap Value Fund | 2.04% | — | Apr 2016 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PZIEX vs. FIQGXPZIEX vs. DEMAXPZIEX vs. SIVLXPZIEX vs. FEDTXPZIEX vs. FEDIXPZVEX vs. DAADXPZVEX vs. BEMIXPZVEX vs. LZEMXPZVEX vs. BADEXPZVEX vs. DEMIXPZVSX vs. MMEYXPZVSX vs. NSDVXPZVSX vs. ARSMXPZVSX vs. VSCAXPZVSX vs. BOSVXPZVIX vs. HRIOXPZVIX vs. DFVQXPZVIX vs. KGGAXPZVIX vs. CSGIXPZVIX vs. CVISXPZVMX vs. SMVTXPZVMX vs. NAMAXPZVMX vs. MYISXPZVMX vs. AMDVXPZVMX vs. VMVIX