Client satisfaction is our biggest priority. We cater to our clients needs and provide US mutual funds in multiple share classes. All our portfolios follow the same process to fulfill our goal of generating long-term alpha. Select a fund to view more information.
For Form N-PX (Proxy Voting Records) please click here: https://www.sec.gov/Archives/edgar/data/1027596/000143893424001949/0001438934-24-001949-index.htm
For questions about new or existing account information
+1 (844) PZN-1996 (+1-844-796-1996)
Please note, if your account is held at a financial intermediary, you may wish to contact them first.
The Pzena Funds are available through Charles Schwab, TD Ameritrade, Fidelity, Pershing, and other major financial firms.
Before you invest in Pzena Funds, please refer to the statutory and summary prospectuses for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectuses by calling 1-844-PZN-1996 (1-844-796-1996) or by clicking on statutory prospectus or summary prospectus. The prospectuses should be read carefully before you invest or send money.
Mutual fund investing involves risk. Principal loss is possible. Investments in small-cap companies involve additional risks such as limited liquidity and greater volatility than larger companies. Investments in foreign securities involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for investments in Emerging Markets. The fund may have emphasis on a specific sector which could adversely affect a fund to a greater extent than if its emphasis was less. The Fund emphasizes a “value” style of investing, which targets undervalued companies with characteristics for improved valuations. This style of investing is subject to the risk that the valuations never improve or that the returns on “value” securities may not move in tandem with the returns on other styles of investing or the stock market in general.
Pzena Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Investments in REITs are subject to the risks associated with the direct ownership of real estate.
The Pzena Funds are distributed by Quasar Distributors, LLC. Quasar Distributors, LLC is not affiliated with other broker dealers referenced above.