Objective:
The Paradigm Value Fund seeks capital appreciation.
Investment Philosophy:
The Fund invests primarily in the common stocks, preferred stocks, warrants, and securities convertible into common stock of small capitalization companies ($1.5 billion or less) that the Adviser believes have the potential for capital appreciation.
Investment Process:
Portfolio Managers Jonathan Vyorst and Jason Ronovech and their team of analysts use a ranking system to evaluate the universe of capitalization-appropriate equities based on a series of criteria. These rankings are weighted using our proprietary system to generate a shortlist of potentially attractive opportunities, which then receive intensive qualitative scrutiny.
Prospectus:
Please click on the link below to obtain a copy of the Fund's Prospectus.
Paradigm Funds' Prospectus
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Portfolio Characteristics:
| Inception Date: |
1/1/2003 |
| Cusip: |
69901E104 |
| Ticker: |
PVFAX |
| NAV: |
$44.72 |
|
Net Assets ($ million)
|
$123.6 |
| Number of Holdings: |
64 |
| One-Year Turnover: |
60.46% |
| Weighted Average Market Cap ($ million): |
$1,211.0 |
Median Market Cap
($ million): |
$870.1 |
| Management Fees*: |
2.00% |
| Sales Load: |
none |
| Index: |
Russell 2000 Value
|
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Key Differentiators:
- Fund size: Because of the fund's relatively small size, the portfolio manager can afford to take meaningful positions in smaller companies.
- Proven process.
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