Pzena

Statistics as of May 01, 2025

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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-9.5%
3yr Return
7.4%
1yr Return
-8.3%
Total Assets
$104M
6M Money Flow
-$28M
Small Value
Expense Ratio
1.00%
TTM Yield
2.0%
3yr Sharpe
-0.09
YTD Return
-17.6%
3yr Return
7.5%
1yr Return
-14.3%
Total Assets
$41M
6M Money Flow
-$6M
Foreign Large Value
Expense Ratio
0.75%
TTM Yield
3.0%
3yr Sharpe
0.41
YTD Return
11.3%
3yr Return
38.9%
1yr Return
16.2%
Total Assets
$104M
6M Money Flow
$937K
Foreign Small/Mid Value
Expense Ratio
1.04%
TTM Yield
3.6%
3yr Sharpe
0.50
YTD Return
6.1%
3yr Return
43.6%
1yr Return
8.2%
Total Assets
$137M
6M Money Flow
$102M
Diversified Emerging Mkts
Expense Ratio
1.09%
TTM Yield
4.3%
3yr Sharpe
0.30
YTD Return
6.1%
3yr Return
29.4%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
$141M