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
- 24.44%
- Avg. 5 Year Return
- 10.29%
- Median Risk/Return Score
- 39 / 100
Pzena Mutual Funds List
1 result
| 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 Small Cap Value Fund | Small Cap Value Equities | Apr 27, 2016 | 1.52% | 23.93% | — | 1.88% | 39 |
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.
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5 Years
Best Pzena Mutual funds by Risk/Return Score
The top Pzena Mutual funds by PortfoliosLab Risk/Return Score are PZIEX (57) and PZVEX (55).
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... | 57 | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 55 | — | Mar 2014 | |
| Pzena Small Cap Value Fund | 39 | — | Apr 2016 | |
| Pzena International Small Cap Value Fund | 32 | — | Jul 2018 | |
| Pzena Mid Cap Value Fund | 31 | — | Mar 2014 |
Best-Performing Pzena Mutual funds Over 5 Years
The top Pzena Mutual funds is PZVIX (11.80%).
Across the lineup, Pzena Mutual funds show an average 1-year return of 24.44% and an average 5-year return of 10.29%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pzena International Small Cap Value Fund | 11.80% | — | Jul 2018 | |
| Pzena Emerging Markets Value Fund Institutional Cl... | 11.78% | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 11.40% | — | Mar 2014 | |
| Pzena Small Cap Value Fund | 8.70% | — | Apr 2016 | |
| Pzena Mid Cap Value Fund | 7.79% | — | 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 (4.32%).
Across the lineup, Pzena Mutual funds show an average dividend yield of 3.25%, 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... | 4.32% | — | Mar 2014 | |
| Pzena Emerging Markets Value Fund | 4.12% | — | Mar 2014 | |
| Pzena Mid Cap Value Fund | 3.54% | — | Mar 2014 | |
| Pzena International Small Cap Value Fund | 2.39% | — | Jul 2018 | |
| Pzena Small Cap Value Fund | 1.88% | — | Apr 2016 |
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