About PZVEX
Pzena Emerging Markets Value Fund Investor is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries. The fund targets stocks that trade at significant discounts to their intrinsic value but display strong long-term potential, emphasizing a value-oriented investment approach. Its portfolio is broadly diversified across regions such as Asia, Latin America, Europe, and Africa/Middle East, with notable concentrations in countries like China, Brazil, and Korea. Key sectors represented in the fund include technology, consumer cyclical and defensive, real estate, and financial services, with top holdings featuring globally recognized companies such as Taiwan Semiconductor Manufacturing, Samsung Electronics, and Alibaba Group Holding. The fund holds a Morningstar rating among peers in the Diversified Emerging Markets category, reflecting its risk-adjusted performance track record. Suitable for investors seeking exposure to high-growth, yet often underappreciated, opportunities in developing economies, the fund requires a minimum initial investment and maintains a competitive expense structure within its class.
Fund Family Pzena
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PZVEX
Share Class Investor Class
Index MSCI EM (Emerging Markets) NR USD
PZVEX had a total return of 26.07% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.81%.
