Pzena International Financials
| PZIIX Fund | USD 11.36 0.09 0.80% |
Pzena |
Please note that past performance is not an indicator of the future performance of Pzena International, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 International Fund Summary
Pzena International competes with Pear Tree, International Fund, Lazard Global, Thrivent High, and Morningstar Unconstrained. Under normal market conditions the International Small Cap Fund invests at least 80 percent of its net assets in common stocks of small-cap companies located in developed markets outside the U.S. The advisor defines a small-cap company as an issuer whose market capitalization at the time of initial purchase is in the range of those found in the MSCI World ex USA Small Cap Index, during the most recent 11-month period plus the most recent data during the current month .Specialization | Foreign Small/Mid Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | US Bancorp Fund |
| Mutual Fund Family | Pzena |
| Mutual Fund Category | Foreign Small/Mid Value |
| Benchmark | NYSE Composite |
| Phone | 844 796 1996 |
| Currency | USD - US Dollar |
You should never invest in Pzena International Small without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Pzena Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Pzena International's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Pzena International Key Financial Ratios
Generally speaking, Pzena International's financial ratios allow both analysts and investors to convert raw data from Pzena International's financial statements into concise, actionable information that can be used to evaluate the performance of Pzena International over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Pzena International Small reports annually and quarterly.Pzena Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pzena International's current stock value. Our valuation model uses many indicators to compare Pzena International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pzena International competition to find correlations between indicators driving Pzena International's intrinsic value. More Info.Pzena International Small is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 116.67 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Pzena International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Pzena International's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 International's earnings, one of the primary drivers of an investment's value.Pzena International Small Systematic Risk
Pzena International's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pzena International 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.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Pzena International Small correlated with the market. If Beta is less than 0 Pzena International generally moves in the opposite direction as compared to the market. If Pzena International Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pzena International Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pzena International is generally in the same direction as the market. If Beta > 1 Pzena International moves generally in the same direction as, but more than the movement of the benchmark.
Pzena International April 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pzena International help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pzena International Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pzena International Small 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 International's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6914 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.04 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.01 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pzena International Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.