PZINX – Pzena International Value Instl Investment Strategy | Morningstar

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Strategy

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 “value” stocks of Developed Market companies, not including U.S. companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PZVNX	Pzena International Value Fund Investor	No Load	Open			Jun 28, 2021	$2.05M	1.090%	Above Average	$5,000	$80,189.33
PZINX	Pzena International Value Fund Institutional	Institutional	Open			Jun 28, 2021	$153.05M	0.740%	Below Average	$1M	$1.63M

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