PZIMX Mutual Fund
PZIMX Mutual Fund
Pzena Mid Cap Value Fund Institutional Class

PZIMX Mutual Fund Overview
PZIMX Mutual Fund (Pzena Mid Cap Value Fund Institutional Class) is managed by Pzena Funds with $95.5M in net assets. PZIMX expense ratio is 0.90%, holding 40 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-03-31.
PZIMX performance shows a YTD return of 12.07%. The 1-year return is 13.54% and the 5-year return is 4.85%. PZIMX dividend yield stands at 4.01%, paid annually.
PZIMX top holdings include Advance Auto Parts Inc. (5.0%), Baxter International Inc. (5.0%), Humana Inc. Hum 444859102 (4.4%), Oshkosh Corp. (4.1%), Avnet Inc (3.8%). View all PZIMX holdings, sector breakdown, or dividend history.
PZIMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PZIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.