PZVMX Mutual Fund
PZVMX Mutual Fund
Pzena Mid Cap Value Fund Investor Class

PZVMX Mutual Fund Overview
PZVMX Mutual Fund (Pzena Mid Cap Value Fund Investor Class) is managed by Pzena Funds with $2.1M in net assets. PZVMX expense ratio is 1.25%, holding 40 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-03-31.
PZVMX performance shows a YTD return of 11.95%. The 1-year return is 13.08% and the 5-year return is 4.48%. PZVMX dividend yield stands at 3.77%, paid annually.
PZVMX 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 PZVMX holdings, sector breakdown, or dividend history.
PZVMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PZVMX alternatives are available via the screener, along with tax-loss harvesting opportunities.