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Paradigm Value (PVFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.85+0.05 (+0.08%)
At close: 08:01PM EDT

Paradigm Value

Albany, NY 12207

Nine Elk Street

Paradigm Funds Trust

Management information
Scott M. Bruce,Lead manager since 15 October 2013
Scott Bruce is Vice President and Portfolio Manager at Paradigm Capital Management. Prior to joining Paradigm, Scott was a Portfolio Manager for Senvest International. He previously served as a senior analyst at Value Line, Inc. He has a BA from Wake Forest and an MBA from Duke.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyParadigm Funds
Net assets49.81M
YTD return1.36%
Yield0.00%
Morningstar rating★★★
Inception date30 Dec 2002

Fund operations

Last dividend0.04
Last cap gain63.00
Holdings turnover12.04%
Average for categoryN/A

Fees and expenses

ExpensePVFAXCategory average
Annual report expense ratio (net)1.50%1.03%
Prospectus net expense ratio1.50%N/A
Prospectus gross expense ratio1.50%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A