Pzena

Statistics as of Apr 02, 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Foreign Small/Mid Value
Expense Ratio
1.04%
TTM Yield
3.7%
3yr Sharpe
0.36
YTD Return
2.7%
3yr Return
34.1%
1yr Return
5.8%
Total Assets
$120M
6M Money Flow
$88M
Foreign Large Value
Expense Ratio
0.75%
TTM Yield
3.0%
3yr Sharpe
0.29
YTD Return
10.6%
3yr Return
30.6%
1yr Return
16.0%
Total Assets
$101M
6M Money Flow
$7M
Diversified Emerging Mkts
Expense Ratio
1.09%
TTM Yield
4.3%
3yr Sharpe
0.21
YTD Return
7.0%
3yr Return
24.2%
1yr Return
7.0%
Total Assets
$2B
6M Money Flow
$106M
Small Value
Expense Ratio
1.00%
TTM Yield
1.9%
3yr Sharpe
-0.04
YTD Return
-10.2%
3yr Return
11.5%
1yr Return
-10.5%
Total Assets
$57M
6M Money Flow
$5M
Mid-Cap Value
Expense Ratio
0.90%
TTM Yield
1.7%
3yr Sharpe
-0.06
YTD Return
-2.6%
3yr Return
10.6%
1yr Return
-5.8%
Total Assets
$133M
6M Money Flow
-$9M