| 27.41 Net Asset Value | +1.14% 1 Day | +17.94% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.26% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +7.32% | 3 years | +15.94% | |
| 3 months | +13.83% | 5 years | +6.36% | |
| 1 year | +30.56% | Since inception | +6.05% |
| PVIVX | Category | |
|---|---|---|
| Performance 5-yr return | +6.36% | +7.67% |
| Expense ratio | 1.26% | 1.34% |
| Risk 5 year sharpe ratio | 0.34 | 0.38 |
| Net assets | $20.6M | $764.6M |
| Average market cap | $404.8M | $1.9B |
| Average P/E | 19.4 | 17.7 |
| Portfolio turnover | 60% | 60% |
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 / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 21.77% |
| Financial service | 16.45% |
| Consumer service | 15.22% |
| Energy | 11.73% |
| Consumer goods | 10.18% |
| RTEC Rudolph Technologies, Inc. | 5.35% |
| CGX Consolidated Graphics, Inc. | 4.53% |
| NWY New York & Company, Inc. | 4.04% |
| WMAR West Marine Inc. | 3.37% |
| WTSL Wet Seal, Inc. Class A | 3.37% |
| TLYS Tilly's Inc | 3.20% |
| FNSR Finisar Corporation | 3.18% |
| KS KapStone Paper And Packaging Corporation | 3.10% |
| NATR Natures Sunshine Products, Inc. | 2.99% |
| HLIT Harmonic, Inc. | 2.96% |
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