# Pzena Mid Cap Value Instl (PZIMX)

> Source: Nexqual · https://nexqual.com/PZIMX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Pzena Mid Cap Value Instl (PZIMX), nexqual.com/PZIMX" · informational, not investment advice.

**Price:** USD 13.82 (-1.29% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 14 · day 13.82–13.82 · 52w 10.77–14.14 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +19.0% vs S&P 500 +13.4%; 5Y +40.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +19.0% | +40.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.1% | +7.1% |
| Volatility (annualized) | 18.6% | 20.1% |
| Max drawdown | -13.6% (Feb 2026→Mar 2026) | -23.1% (Jan 2022→Sep 2022) |

## Peers
PZISX (Pzena Small Cap Value Fund - In) USD 15.64 -0.00% · PZVMX (Pzena Mid Cap Value Fund - Inve) USD 14.03 +0.00% · TARKX (Tarkio Fund) USD 39.89 +0.00% · PZVSX (Pzena Small Cap Value Fund - In) USD 15.43 -0.00% · PZIEX (Pzena Emerging Markets Value Fu) USD 16.94 -0.00%

## More
Full page: https://nexqual.com/PZIMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt