Pzena Small Financials
| PZISX Fund | USD 16.51 0.17 1.04% |
Pzena |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pzena Small Fund Summary
Pzena Small competes with Arrow Managed, Fidelity Sai, T Rowe, Ab Bond, and Guidepath(r) Managed. 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 .Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | US Bancorp Fund |
| Mutual Fund Family | Pzena |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 844 796 1996 |
| Currency | USD - US Dollar |
Pzena Small Key Financial Ratios
Pzena Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pzena Small's current stock value. Our valuation model uses many indicators to compare Pzena Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pzena Small competition to find correlations between indicators driving Pzena Small's intrinsic value. More Info.Pzena Small Cap is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 6,341 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pzena Small's earnings, one of the primary drivers of an investment's value.Pzena Small Cap Systematic Risk
Pzena Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pzena Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Pzena Small Cap correlated with the market. If Beta is less than 0 Pzena Small generally moves in the opposite direction as compared to the market. If Pzena Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pzena Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pzena Small is generally in the same direction as the market. If Beta > 1 Pzena Small moves generally in the same direction as, but more than the movement of the benchmark.
Pzena Small December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pzena Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pzena Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pzena Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Pzena Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pzena Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.14 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 8.49 | |||
| Value At Risk | (1.57) | |||
| Potential Upside | 2.16 |
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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