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PZVSX Pzena Small Cap Value Investor Forecast, Technical & Fundamental Analysis

Category SmallValue
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" companies. The adviser defines a "small-cap" company as an issuer whose market capitalization at the time of initial purchase is in the range of those found in the Russell 2000® Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month ("small cap companies").

Market Cap

The average market capitalization across the Pzena Small Cap Value Investor MF is 2.25B. The market cap for tickers in the group ranges from 1.06B to 7.03B. OLN holds the highest valuation in this group at 7.03B. The lowest valued company is MRC at 1.06B.

Volume

The average weekly volume growth across all stocks in the Pzena Small Cap Value Investor MF was -54%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 35
Price Growth Rating: 56
SMR Rating: 73
Profit Risk Rating: 63
Seasonality Score: 41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PZVSX has been closely correlated with DFFVX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if PZVSX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PZVSX
1D Price
Change %
PZVSX100%
-0.96%
DFFVX - PZVSX
96%
Closely correlated
-0.83%
DFSVX - PZVSX
95%
Closely correlated
-0.76%
VSIIX - PZVSX
93%
Closely correlated
-0.68%
VSIAX - PZVSX
92%
Closely correlated
-0.67%
VISVX - PZVSX
92%
Closely correlated
-0.68%
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