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PZVLX Pzena Long/Short Value Investor

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Fund PZVLX Pzena Long/Short Value Investor
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Similarity
?
100%
Annual Fees
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$218.08
(2.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$16,416.26
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 11.57%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation through long positions in securities priced below, and short positions in securities priced above, the Adviser's estimate of long-term earnings power. It invests primarily in publicly traded equity securities. The fund primarily invests in U.S. listed companies among the largest 1,000 ranked companies by market capitalization, including up to 20% of its net assets in shares of foreign companies such as ADRs or dollar-denominated foreign securities. It may also invest in real estate investment trusts ("REITs").

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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