Nasdaq - Delayed Quote USD

Paradigm Micro-Cap (PVIVX)

54.54 +0.73 (+1.36%)
At close: June 28 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Scottrade NTF
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Met Life Resources MFSP Alliance List
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TIAA-CREF NTF
  • H Beck Inc.
  • Securities America Inc.
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.

Fund Overview

Category Small Blend
Fund Family Paradigm Funds
Net Assets 161.08M
YTD Return 6.56%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2007

Performance & Risk

YTD Return 6.79%
5y Average Return 16.04%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

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