Nasdaq - Delayed Quote USD

Pzena International Value Instl (PZINX)

10.20 +0.07 (+0.69%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Vanguard
  • (Junk)CommonWealth PPS
  • Vanguard NTF
  • Commonwealth Universe
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Vanguard TF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of Developed Market companies, not including U.S. companies. It may invest up to 15% of its net assets in emerging market and frontier market securities. The fund may also invest in real estate investment trusts (“REITs”), foreign real estate companies, other investment companies, and up to 10% of its net assets in limited partnerships, and MLPs.

Fund Overview

Category Foreign Large Value
Fund Family Pzena
Net Assets 80.72M
YTD Return 2.08%
Yield 1.92%
Morningstar Rating --
Inception Date Jun 28, 2021

Performance & Risk

YTD Return 0.40%
5y Average Return 0.00%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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