Morningstar

Pzena International Small Cap Value Fund Investor Class PZVIX

Medalist Rating as of Sep 30, 2026 See Pzena Investment Management Investment Hub

Strategy

The investment seeks to achieve long-term capital appreciation. Under normal market conditions the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in “value” stocks of small-cap companies located in Developed Markets outside the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PZVIX	Pzena International Small Cap Value Fund Investor Class	No Load	Open			Jul 2, 2018	$6.62M	1.380%	Above Average	$5,000	$316,231.25
PZIIX	Pzena International Small Cap Value Fund Institutional Class	Institutional	Open			Jul 2, 2018	$213.62M	1.030%	Average	$1M	−$756,530.21

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