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Paradigm Micro-Cap (PVIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.87+0.84 (+1.65%)
At close: 08:00PM EDT

Paradigm Micro-Cap

Albany, NY 12207

Nine Elk Street

Paradigm Funds Trust

Management information
Amelia F. Weir,Lead manager since 26 December 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
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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 assets164.99M
YTD return9.71%
Yield0.00%
Morningstar rating★★★★
Inception date30 Dec 2007

Fund operations

Last dividend0.09
Last cap gain39.00
Holdings turnover38.31%
Average for categoryN/A

Fees and expenses

ExpensePVIVXCategory average
Annual report expense ratio (net)1.25%1.03%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio1.25%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