Pzena International Five Year Return vs. Minimum Initial Investment
| PZIIX Fund | USD 12.04 0.09 0.75% |
For Pzena International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pzena International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pzena International Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pzena International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pzena International Small over time as well as its relative position and ranking within its peers.
Pzena |
Pzena International Small Minimum Initial Investment vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pzena International's current stock value. Our valuation model uses many indicators to compare Pzena International value to that of its competitors to determine the firm's financial worth. Pzena International Small is rated below average in five year return among similar funds. It is rated below average in minimum initial investment among similar funds making about 106,605 of Minimum Initial Investment per Five Year Return. 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 International's earnings, one of the primary drivers of an investment's value.Pzena Minimum Initial Investment vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Pzena International |
| = | 9.38 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Pzena International |
| = | 1000 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Pzena Minimum Initial Investment Comparison
Pzena International is regarded fifth largest fund in minimum initial investment among similar funds.
Pzena International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pzena International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pzena International will eventually generate negative long term returns. The profitability progress is the general direction of Pzena International's change in net profit over the period of time. It can combine multiple indicators of Pzena International, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 .
Pzena Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pzena International. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pzena International position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pzena International's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Pzena International without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Pzena International position
In addition to having Pzena International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Preferred Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Preferred Stock ETFs theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Preferred Stock ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Pzena Mutual Fund
To fully project Pzena International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pzena International Small at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pzena International's income statement, its balance sheet, and the statement of cash flows.
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