Pzena Small Cap Value Fund Institutional Class
PZISX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
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1-Year Total Return
2-Year Total Return
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5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
1-Month High
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52-Week High
Company Information
Provider
Pzena
Manager/Tenure
(Years)
(Years)
John J. Flynn (9), Evan D. Fox (9), Benjamin S. Silver (9)
Website
Address
Pzena
New York NY - 10036
New York NY - 10036
Country
United States
Phone Number
--
Investment 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 stocks of "small-cap" companies. The adviser 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 Russell 2000® Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month ("small cap companies").