Paradigm Value Nine Elk Street Albany NY 12207 Map
Phone: 800-239-0732
| Category: | Small Blend | | Fund Family: | Paradigm Funds | | Net Assets: | 114.54M | | Year-to-Date Return: | 23.81% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-02 |
|
Jason V. Ronovech
Lead Manager since
15-Aug-07 | | | 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 |
|
| |
| 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 small capitalization companies ($1.5 billion or less) that the Advisor believes have the potential for capital appreciation. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(30-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 91.53% |
|
| Expense | PVFAX | 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 |
|
|