The fund identifies opportunities through a research-driven, bottom-up process, seeking to invest in stocks that sell at a substantial discount to their intrinsic value but have solid long-term prospects. The fund's objective is long-term capital appreciation, which it seeks to achieve by investing in a portfolio of U.S. equities.
The PZLV ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.