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Paradigm Micro-Cap (PVIVX)

44.84
+0.52
+(1.17%)
As of 8:07:00 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor 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. It 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.

Paradigm Micro-Cap

Albany NY 12207
Nine Elk Street
1-800-239-0732

Fund Overview

Category Small Blend
Fund Family Paradigm Funds
Net Assets 129.91M
YTD Return -18.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2007

Fund Operations

Last Dividend 0.09
Last Cap Gain 42.00
Holdings Turnover 47.87%
Average for Category --

Fees & Expenses

Expense PVIVX Category Average
Annual Report Expense Ratio (net) 1.27% 1.03%
Prospectus Net Expense Ratio 1.27% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Amelia F. Weir, Lead Manager since December 27, 2011
Amelia Weir serves as Senior Vice President and portfolio manager at Paradigm Capital Management, Inc. She joined the firm in September 2008. Prior to joining Paradigm, Amelia was a portfolio manager with William D. Witter, Inc. and previously worked as an equity research analyst at Bear Stearns & Co, Inc. Amelia earned her undergraduate degree at Harvard College, where she graduated magna cum laude, and received her MBA from The Wharton School at the University of Pennsylvania.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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