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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +0.5% | ▲ +5.5% | ▲ +3.2% | — | — | — | — | ▲ +25.5% |
| Peer average | ▲ +0.7% | ▲ +4.5% | ▲ +2.8% | ▲ +18.9% | ▲ +22.0% | ▲ +78.3% | ▲ +73.0% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
The Pzena U.S. Large Cap Value ETF (PZLV) is an actively managed exchange-traded fund designed to achieve substantial long-term growth in capital. It primarily invests in stocks of sizable American corporations that the advisor believes are currently trading at a considerable discount compared to their consistent long-term earning potential. Pzena Investment Management utilizes a distinctive deep-value, contrarian strategy, driven by fundamental research, to pinpoint companies experiencing temporary operational difficulties or adverse market perceptions. This ETF maintains a concentrated portfolio, comprising only its highest-conviction selections, and is available for trading on NYSE Arca.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind PZLV.