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Paradigm Select Fund (PFSLX)

83.27 +1.17 (+1.43%)
As of 8:05 AM EST. Market Open.

Fund Summary

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 Select Fund

Albany, NY 12207
Nine Elk Street

Fund Overview

Category Mid-Cap Blend
Fund Family Paradigm Funds
Net Assets 125.58M
YTD Return 12.49%
Yield 0.27%
Morningstar Rating
Inception Date Jan 03, 2005

Fund Operations

Last Dividend 0.21
Last Cap Gain 27.00
Holdings Turnover 21.49%
Average for Category --

Fees & Expenses

Expense PFSLX Category Average
Annual Report Expense Ratio (net) 1.16% 0.94%
Prospectus Net Expense Ratio 1.16% --
Prospectus Gross Expense Ratio 1.51% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Amelia F. Weir, Lead Manager since February 28, 2013
Amelia Weir serves as Senior Vice President and portfolio manager at Paradigm Capital Management, Inc. She joined the firm in September 2008. Prior to joining Paradigm, Amelia was a portfolio manager with William D. Witter, Inc. and previously worked as an equity research analyst at Bear Stearns & Co, Inc. Amelia earned her undergraduate degree at Harvard College, where she graduated magna cum laude, and received her MBA from The Wharton School at the University of Pennsylvania.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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