2 / 5 Stars
1 1 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#155 in Small Blend
U.S. News evaluated 220 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 23.99 percent over the past year, 11.21 percent over the past three years, and 20.01 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||22.8%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies with market capitalizations between $25 million and $2.5 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired. The fund may continue to hold securities of companies whose capitalization has, since the time of purchase, grown to exceed $2.5 billion.
Fees are Above Average compared to funds in the same category.
Paradigm Opportunity Fund has an expense ratio of 1.33 percent.
Risk is Low compared to funds in the same category according to Morningstar.