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 Dow Down 0.72% Nasdaq Down 0.50%

Paradigm Opportunity (PFOPX)

33.76 Down 0.36(1.06%) Jul 25
Prev Close:34.12
YTD Return*:11.10%
Net Assets*:6.73M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PFOPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TQNT4.1695.44
SWKS4.1267.51
SGY4.0934.09
MSCC3.759.22
RGC3.6911.93

Fund Basics

Morningstar Overall Rating:
Total Assets:6.73M
Category:Small Blend
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:11.10%
5y Avg Return:17.32%
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):1.12
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies with market capitalizations between $25 million and $2.5 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired. The fund may continue to hold securities of companies whose capitalization has, since the time of purchase, grown to exceed $2.5 billion. View More
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