Nasdaq - Delayed Quote USD

Paradigm Select Fund (PFSLX)

75.96 -0.13 (-0.17%)
At close: May 17 at 8:00 PM EDT
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DELL
  • Previous Close 76.09
  • YTD Return 4.54%
  • Expense Ratio 1.16%
  • Category Mid-Cap Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 118.6M
  • Beta (5Y Monthly) 1.20
  • Yield 0.29%
  • 5y Average Return --
  • Holdings Turnover 21.49%
  • Last Dividend 0.21
  • Inception Date Jan 3, 2005

The fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 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.

Paradigm Funds

Fund Family

Mid-Cap Blend

Fund Category

118.6M

Net Assets

2005-01-03

Inception Date

Performance Overview: PFSLX

Trailing returns as of 5/17/2024. Category is Mid-Cap Blend.

YTD Return

PFSLX
4.54%
Category
17.04%
 

1-Year Return

PFSLX
26.12%
Category
50.44%
 

3-Year Return

PFSLX
3.29%
Category
13.15%
 

5-Year Return

PFSLX
12.78%
Category
13.75%
 

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Holdings: PFSLX

Top 10 Holdings (46.15% of Total Assets)

SymbolCompany% Assets
EME
EMCOR Group, Inc. 7.88%
BLDR
Builders FirstSource, Inc. 6.58%
NTRA
Natera, Inc. 5.39%
BCC
Boise Cascade Company 4.68%
GMED
Globus Medical, Inc. 4.46%
MRVL
Marvell Technology, Inc. 4.21%
KFRC
Kforce Inc. 3.56%
TER
Teradyne, Inc. 3.30%
KLIC
Kulicke and Soffa Industries, Inc. 3.13%
RVTY
Revvity, Inc. 2.97%

Sector Weightings

SectorPFSLX
Technology   35.90%
Industrials   30.04%
Healthcare   20.35%
Real Estate   1.19%
Utilities   0.00%
Energy   0.00%

Recent News: PFSLX

Research Reports: PFSLX

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