Paradigm Opportunity
Nine Elk Street Albany NY 12207
Map
Phone: 800-239-0732
| Category: | Small Blend | | Fund Family: | Paradigm Funds | | Net Assets: | 3.46M | | Year-to-Date Return: | 37.85% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-05 |
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Jason V. Ronovech
Lead Manager since
01-Sep-05 | | | Ronovech is vice president of Paradigm Funds Advisor LLC and has served as Co-Portfolio Managers of the Special Situations Fund since 2007. He has served as portfolio manager and analyst since 2005, with his employment since 2000 as an equity analyst. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks, preferred stocks, warrants, and securities convertible into common stock of companies with market capitalizations between $25 million and $2 billion that the Advisor believes have the potential for capital appreciation. |
| Last Dividend
(29-Dec-05):
| 0.02 | | Last Cap Gain
(28-Dec-07):
| 0.70 | | Annual Holdings Turnover
| 165.00% | | Average for Category:
| 91.53% |
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| Expense | PFOPX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.83% Nasdaq 0.00%
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