Paradigm Opportunity Fund (PFOPX)

33.83
Net Asset Value
+0.77%
1 Day
+8.26%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
2.01%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month-2.75% 3 years+10.64%
3 months+3.10% 5 years+15.69%
1 year+13.84% Since inception+7.59%
Data through --

Peer Comparisonvs. Small blend

 PFOPXCategory
Performance 5-yr return+15.69%+19.87%
Expense ratio2.01%1.30%
Risk 5 year sharpe ratio1.071.12
Net assets$6.7M$897.0M
Average market cap$2.1B$2.8B
Average P/E26.421.3
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyParadigm Funds
Fund manager & tenureCandace Weir / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.13%
Cash6.22%
International stock1.65%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 23.44%
Consumer service 18.35%
Industrial materials 9.88%
Hardware 8.64%
Financial service 7.61%
Top 10 Holdings
Portfolio weighting
TQNT Triquint Semiconductor4.16%
SWKS Skyworks Solutions Inc4.12%
SGY Stone Energy Corp4.09%
MSCC Microsemi Corp3.75%
RGC Regal Entertainment Group3.69%
MTRX Matrix Service Co3.68%
MW Men's Wearhouse3.63%
MAA Mid-America Apartment Communities3.56%
IACI IAC/InterActiveCorp3.45%
FL Foot Locker Inc3.30%

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