Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Pzena Investment Management Mutual Funds
View all of Pzena Investment Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Pzena Investment Management Funds List
Share Class Type
1 to 10 of 10 Results
Name
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Instl | PZIEX | Diversified Emerging Mkts | 7.55% | 26 | 1.090% | Above Average | Institutional | $1.0 Mil | ||
| Pzena Emerging Markets Value Investor | PZVEX | Diversified Emerging Mkts | 6.67% | 25 | 1.440% | High | No Load | $5,000 | ||
| Pzena International Small Cap Value Ins | PZIIX | Foreign Small/Mid Value | 7.38% | 18 | 1.180% | High | Institutional | $1.0 Mil | ||
| Pzena International Small Cap Value Inv | PZVIX | Foreign Small/Mid Value | 7.31% | 20 | 1.530% | High | No Load | $5,000 | ||
| Pzena Small Cap Value Institutional | PZISX | Small Value | 3.12% | 60 | 1.000% | Above Average | Institutional | $1.0 Mil | ||
| Pzena Small Cap Value Investor | PZVSX | Small Value | 3.01% | 45 | 1.350% | High | No Load | $5,000 | ||
| Pzena Mid Cap Value Instl | PZIMX | Mid-Cap Value | 2.47% | 86 | 0.900% | Above Average | Institutional | $1.0 Mil | ||
| Pzena Mid Cap Value Investor | PZVMX | Mid-Cap Value | 2.50% | 92 | 1.250% | High | No Load | $5,000 | ||
| Pzena International Value Instl | PZINX | Foreign Large Value | — | 5.25% | 59 | 0.750% | Below Average | Institutional | $1.0 Mil | |
| Pzena International Value Investor | PZVNX | Foreign Large Value | — | 5.05% | 60 | 1.100% | Above Average | No Load | $5,000 |
Pzena Investment Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank