Paradigm Micro-cap Fund

Class Other (PVIVX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

#119 in Small Blend

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.44 percent over the past year, 11.05 percent over the past three years, and 14.88 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date -7.3%
1 Year 8.4%
3 Years (Annualized) 11.1%
5 Years (Annualized) 14.9%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Paradigm Micro-cap Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

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