Pzena Mid Financials
| PZIMX Fund | USD 15.09 0.09 0.60% |
Pzena |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pzena Mid Fund Summary
Pzena Mid competes with Blackrock Moderate, Sa Worldwide, Qs Moderate, Transamerica Cleartrack, and Franklin Lifesmart. The fund invests at least 80 percent of its net assets in stocks of mid-cap companies. It seeks to invest in mid cap company stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. Though the fund primarily invests in U.S. listed companies, it may also invest up to 20 percent of its net assets in shares of foreign companies, through American Depositary Receipts or dollar-denominated foreign securities. The fund may also invest in real estate investment trusts .Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | US Bancorp Fund |
| Mutual Fund Family | Pzena |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 844 796 1996 |
| Currency | USD - US Dollar |
Pzena Mid Key Financial Ratios
Pzena Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pzena Mid's current stock value. Our valuation model uses many indicators to compare Pzena Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pzena Mid competition to find correlations between indicators driving Pzena Mid's intrinsic value. More Info.Pzena Mid Cap is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 645.40 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pzena Mid's earnings, one of the primary drivers of an investment's value.Pzena Mid Cap Systematic Risk
Pzena Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pzena Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Pzena Mid Cap correlated with the market. If Beta is less than 0 Pzena Mid generally moves in the opposite direction as compared to the market. If Pzena Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pzena Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pzena Mid is generally in the same direction as the market. If Beta > 1 Pzena Mid moves generally in the same direction as, but more than the movement of the benchmark.
Pzena Mid December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pzena Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pzena Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pzena Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Pzena Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pzena Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8196 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 5.56 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.41 |
Other Information on Investing in Pzena Mutual Fund
Pzena Mid financial ratios help investors to determine whether Pzena Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pzena with respect to the benefits of owning Pzena Mid security.
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