Pzena International is trading at 10.73 as of the 31st of January 2025; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 10.64. Pzena International has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal market conditions the International Small Cap Fund invests at least 80 percent of its net assets in common stocks of small-cap companies located in developed markets outside the U.S. The advisor 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 MSCI World ex USA Small Cap Index, during the most recent 11-month period plus the most recent data during the current month .. More on Pzena International Small
Pzena International Small [PZVIX] is traded in USA and was established 31st of January 2025. Pzena International is listed under Pzena category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Pzena family. This fund at this time has accumulated 1.59 M in assets with no minimum investment requirementsPzena International Small is currently producing year-to-date (YTD) return of 0.28% with the current yeild of 0.03%, while the total return for the last 3 years was 8.28%.
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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 International Small 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 International Small Mutual Fund Constituents
Other Information on Investing in Pzena Mutual Fund
Pzena International 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 International security.