Pzena Emerging Markets Fund Quote
| PZIEX Fund | USD 13.23 0.10 0.76% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Pzena Emerging is trading at 13.23 as of the 4th of December 2024; that is 0.76 percent up since the beginning of the trading day. The fund's open price was 13.13. Pzena Emerging has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pzena Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in stocks of companies located in emerging market countries. It seeks to invest in stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. More on Pzena Emerging Markets
Moving together with Pzena Mutual Fund
Pzena Mutual Fund Highlights
| Fund Concentration | Pzena Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Pzena (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of June 2023 |
| Fiscal Year End | February |
Pzena Emerging Markets [PZIEX] is traded in USA and was established 4th of December 2024. Pzena Emerging is listed under Pzena category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Pzena family. This fund at this time has accumulated 1.18 B in assets with minimum initial investment of 1000 K. Pzena Emerging Markets is currently producing year-to-date (YTD) return of 6.81% with the current yeild of 0.03%, while the total return for the last 3 years was 7.3%.
Check Pzena Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pzena Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pzena Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pzena Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pzena Emerging Markets Mutual Fund Constituents
| LUKOY | NK Lukoil PAO | Stock | Energy | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| ROSN | Rosinbomb | Pink Sheet | Specialty Industrial Machinery | |
| TCOM | Trip Group Ltd | Stock | Consumer Discretionary |
Pzena Emerging Markets Risk Profiles
| Mean Deviation | 0.7888 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Pzena Emerging Against Markets
Other Information on Investing in Pzena Mutual Fund
Pzena Emerging 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 Emerging security.
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