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PZIMX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$12.12
Change
-$0.07 (-0.57%)
Net Assets
106.33M

PZIMX Pzena Mid Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dow (NYSE:DOW).

Industry description

The investment seeks to achieve long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of "mid-cap" companies. It seeks to invest in mid cap company stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. Though the fund primarily invests in U.S. listed companies, it may also invest up to 20% of its net assets in shares of foreign companies, through American Depositary Receipts ("ADRs") or dollar-denominated foreign securities. The fund may also invest in real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the Pzena Mid Cap Value Instl MF is 13.49B. The market cap for tickers in the group ranges from 2.48B to 33.88B. CTSH holds the highest valuation in this group at 33.88B. The lowest valued company is OLN at 2.48B.

Volume

The average weekly volume growth across all stocks in the Pzena Mid Cap Value Instl MF was -32%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 27
P/E Growth Rating: 29
Price Growth Rating: 55
SMR Rating: 69
Profit Risk Rating: 63
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
U.S Bancorp Fund Services, LLC615 E Michigan StreetMilwaukee
Phone
866-230-5879
Web
www.fortpittcapital.com
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PZIMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PZIMX has been closely correlated with JVMIX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if PZIMX jumps, then JVMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PZIMX
1D Price
Change %
PZIMX100%
-0.41%
JVMIX - PZIMX
86%
Closely correlated
-0.87%
MVCAX - PZIMX
84%
Closely correlated
-0.81%
VMVIX - PZIMX
61%
Loosely correlated
-0.58%
VMVAX - PZIMX
61%
Loosely correlated
-0.57%
JVMCX - PZIMX
52%
Loosely correlated
-0.90%
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