3 / 5 Stars
3 2 3 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#60 in Small Blend
U.S. News evaluated 225 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.56 percent over the past year, 14.33 percent over the past three years, and 20.09 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. It generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. The fund may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.
Fees are Above Average compared to funds in the same category.
Paradigm Micro-cap Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.