Morningstar

Pzena Emerging Markets Value Fund C USD Shares

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Pzena Investment Management Investment Hub
  • NAV / 1-Day Return $94.60  /  −0.12 %
  • Fund Size $488.5M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution High
  • Share Class Type —
  • Morningstar Category Global Emerging Markets Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status —
  • TTM Yield —
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Pzena Emerging Markets Value Fund C USD Shares outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Pzena Emerging Markets Value Fund C USD Shares’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Pzena Emerging Markets Value Fund C USD Shares management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Pzena Emerging Markets Value Fund C USD Shares’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Highly proficient in their domain. With a detail-oriented team and a well-constructed approach, Pzena Emerging Markets Value stands out.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.04 21M
Technology

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

3.04 16M
Technology

Tencent Holdings Ltd

3.03 16M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

3.01 15M
Consumer Cyclical

Haier Smart Home Co Ltd Class H

2.65 14M
Consumer Cyclical

Ambev SA

2.62 13M
Consumer Defensive

Shenzhou International Group Holdings Ltd

2.60 13M
Consumer Cyclical

Galaxy Entertainment Group Ltd

2.55 13M
Consumer Cyclical

Cognizant Technology Solutions Corp Class A

2.52 13M
Technology

Vietnam Dairy Products JSC

2.28 12M
Consumer Defensive

Sponsor Center