PZISX Pzena Small Cap Value Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Small Value

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A.I.Advisor

published Highlights

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 “small-cap value” companies.

Market Cap

The average market capitalization across the Pzena Small Cap Value Institutional MF is 2.11B. The market cap for tickers in the group ranges from 100.8M to 5.36B. REZI holds the highest valuation in this group at 5.36B. The lowest valued company is JELD at 100.8M.

Volume

The average weekly volume growth across all stocks in the Pzena Small Cap Value Institutional MF was 21%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 27%

Fundamental Analysis Ratings

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

Valuation Rating: 47

P/E Growth Rating: 12

Price Growth Rating: 58

SMR Rating: 82

Profit Risk Rating: 71

Seasonality Score: 17 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
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KLCSX	19.57	N/A	N/A
Federated Hermes Kaufmann Large Cap R6
WIEMX	2.11	N/A	N/A
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PZISX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PZISX has been closely correlated with DFFVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if PZISX jumps, then DFFVX could also see price increases.

Ticker / NAME	Correlation To PZISX	1D Price Change %
PZISX	100%	N/A
DFFVX - PZISX	93% Closely correlated	+0.05%
DFSVX - PZISX	93% Closely correlated	+0.25%
SSGSX - PZISX	92% Closely correlated	N/A
VSIIX - PZISX	91% Closely correlated	N/A
VSIAX - PZISX	91% Closely correlated	N/A
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