Paradigm Opportunity
Nine Elk StreetAlbany NY 12207
Map
Phone: 800-239-0732
| Category: | Small Blend | | Fund Family: | Paradigm Funds | | Net Assets: | 3.74M | | Year-to-Date Return: | 1.53% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-2005 |
|
Jason V. Ronovech
Lead Manager since
01-Sep-2005 | | | 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 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
(18-Mar-10):
| 165.00% | | Average for Category:
| 97.63% |
|
| Expense | PFOPX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.53% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$ 585 | $64 | | 5 Yr Expense Projection*: |
$ 1,042 | $102 | | 10 Yr Expense Projection*: |
$ 2,308 | $203 |
|
|
0.35% Nasdaq 
Profile
