Pzena

Statistics as of May 27, 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 Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
-3.2%
3yr Return
9.1%
1yr Return
-3.4%
Total Assets
$111M
6M Money Flow
-$28M
Small Value
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-11.1%
3yr Return
10.8%
1yr Return
-10.8%
Total Assets
$44M
6M Money Flow
-$6M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.41
YTD Return
16.6%
3yr Return
40.6%
1yr Return
14.4%
Total Assets
$110M
6M Money Flow
$937K
Foreign Small/Mid Value
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
0.50
YTD Return
12.4%
3yr Return
45.8%
1yr Return
7.4%
Total Assets
$159M
6M Money Flow
$102M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
0.30
YTD Return
10.3%
3yr Return
35.5%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
$141M