Objective:
The Paradigm Select Fund seeks to outperform its benchmark Russell 2500 Index while minimizing volatility.
Investment Philosophy:
The Paradigm Select Fund holds 60-70 equities, roughly equally weighted at purchase. Names are typically trimmed at 2% to rebalance. The portfolio is composed of 80% reliable, consistent cash generators that are often too dull to attract much attention from Wall Street, and 20% more speculative names that we think have the potential for significant outperformance.
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
|
Portfolio Characteristics:
| Inception Date: |
1/1/2005 |
| Cusip: |
69901E302 |
| Ticker: |
PFSLX |
| NAV: |
$24.32 |
|
Net Assets ($ million)
|
$3.9 |
| Number of Holdings: |
60 |
| One-Year Turnover: |
44.75% |
| Weighted Average Market Cap ($ million): |
$2,210.7 |
Median Market Cap
($ million): |
$2,145.8 |
| Management Fees: |
1.50% |
| Sales Load: |
none |
| Index: |
Russell 2500
|
| Index 2: |
Russell 2000 |
|
Key Differentiators:
Portfolio composition
Equally weighted portfolio
|