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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. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of “mid-cap value” companies. 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 12.31B. The market cap for tickers in the group ranges from 2.36B to 20.92B. DOW holds the highest valuation in this group at 20.92B. The lowest valued company is OLN at 2.36B.

Volume

The average weekly volume growth across all stocks in the Pzena Mid Cap Value Instl MF was -39%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

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

Valuation Rating: 30
P/E Growth Rating: 34
Price Growth Rating: 55
SMR Rating: 80
Profit Risk Rating: 79
Seasonality Score: -2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
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 JVMCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if PZIMX jumps, then JVMCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PZIMX
1D Price
Change %
PZIMX100%
N/A
JVMCX - PZIMX
87%
Closely correlated
N/A
JVMIX - PZIMX
86%
Closely correlated
N/A
MVCAX - PZIMX
83%
Closely correlated
N/A
JVMSX - PZIMX
82%
Closely correlated
N/A
JVMTX - PZIMX
82%
Closely correlated
N/A
More
Pzena Mid Cap Value Instl (PZIMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com