PVFAX : Paradigm Value Fund

PVFAX is a US Stocks Market Small Blend with HIGH fees.

PVFAX

Paradigm Value Fund

FI Score

18 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

18% FI Score
  • pvfax
  • Mutual Fund
  • US Stocks
  • Small Blend

Paradigm Value Fund

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of small capitalization companies ($2.5 billion or less at the time of purchase) that the Advisor believes have the potential for capital appreciation. It primarily invests in companies that exhibit attractive valuations on several metrics, such as price to earnings, price to cash flow, price to book and price to revenue. The fund 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.

Largest Holdings

Amount Holding
4.34% Addus HomeCare Corp
4.10% IAC/InterActiveCorp
3.88% PerkinElmer Inc
3.87% Qorvo Inc
3.75% Brooks Automation Inc
3.41% J2 Global Inc
3.26% Kulicke & Soffa Industries Inc
3.21% Mid-America Apartment Communities Inc
3.18% Kforce Inc
3.11% Air Transport Services Group Inc
2.97% EMCOR Group Inc
2.74% Synnex Corp
2.71% Tabula Rasa HealthCare Inc
2.58% Sensient Technologies Corp
2.33% Magellan Health Inc
2.29% GATX Corp
2.26% First Merchants Corp
2.25% II-VI Inc
2.06% Renasant Corp
2.00% Matrix Service Co
2.00% Calix Inc
2.00% A10 Networks Inc
1.91% Summit Materials Inc A
1.87% Banner Corp
1.74% Lumentum Holdings Inc

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