| 29.76 Net Asset Value | -1.26% 1 Day | +12.56% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.00% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.86% | 3 years | +12.06% | |
| 3 months | +4.76% | 5 years | +7.73% | |
| 1 year | +20.31% | Since inception | +5.93% |
| PFOPX | Category | |
|---|---|---|
| Performance 5-yr return | +7.73% | +7.67% |
| Expense ratio | 2.00% | 1.34% |
| Risk 5 year sharpe ratio | 0.39 | 0.38 |
| Net assets | $5.4M | $764.6M |
| Average market cap | $1.5B | $2.0B |
| Average P/E | 16.7 | 17.8 |
| Portfolio turnover | 61% | 61% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Paradigm Funds |
| Fund manager & tenure | Candace Weir / 0 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 23.44% |
| Consumer service | 18.35% |
| Industrial materials | 9.88% |
| Hardware | 8.64% |
| Financial service | 7.61% |
| TQNT Triquint Semiconductor | 4.76% |
| EXPR Express, Inc. | 4.40% |
| MAA Mid-America Apartment Communities | 4.19% |
| MGLN Magellan Health Services, Inc. | 3.96% |
| MSCC Microsemi Corp | 3.88% |
| RGC Regal Entertainment Group | 3.83% |
| QLGC QLogic Corporation | 3.51% |
| ELX Emulex Corporation | 3.42% |
| JCOM j2 Global Inc | 3.33% |
| IACI IAC/InterActiveCorp | 3.32% |
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