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PZVLX Pzena Long/Short Value Investor

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Fund PZVLX Pzena Long/Short Value Investor FMLSX Wasatch Long/Short Investor  
100% 86%
Annual Fees
(2.10% Exp. Ratio)
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$16,602.23 $21,193.38
Est. savings over 30 yrs +$4,591.15
As of 12/31/16
1 YR RETURN 15.33%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.26%
3 YR -1.09%
5 YR 4.58%
10 YR 4.16%
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").
The investment seeks capital appreciation. The fund invests primarily in equity securities by maintaining long equity positions and short equity positions. It invests the fund's assets in the equity securities of companies with market capitalizations of at least $100 million at the time of purchase that the managers have identified as being undervalued and the managers will sell short those securities that the managers have identified as being overvalued. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology and materials.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

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