Pzena Small Cap Value Fund Investor Class (PZVSX)

Overview

This company operates a fund that focuses on investing primarily in small-cap companies. It adheres to a specific strategy whereby at least 80% of its net assets, including any borrowings for investment purposes, are allocated to the stocks of these companies. The definition of "small-cap" for this fund is based on market capitalization and closely follows the criteria set by the Russell 2000® Index. The companies eligible for investment are those whose market capitalization falls within the range observed in the Russell 2000® Index over the most recent 11-month period, using month-end data, plus data from the current month. This strategy is designed to cater to investors looking to diversify their portfolios by investing in a segment of the market that is often associated with high growth potential.

Products and Services

• Small-Cap Stock Investment

  This service involves the allocation of at least 80% of the fund's net assets, along with any borrowings for investment purposes, toward purchasing stocks of small-cap companies. These companies are selected based on their market capitalization fitting within the range of those listed in the Russell 2000® Index over the most recent 11-month period, alongside data from the current month. This approach aims to provide investors with exposure to the potential growth opportunities presented by small-cap markets.