PVIVX : Paradigm Micro-Cap Fund

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

PVIVX

Paradigm Micro-Cap Fund

FI Score

24 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

24% FI Score
  • pvivx
  • Mutual Fund
  • US Stocks
  • Small Blend

Paradigm Micro-Cap Fund

Expenses: 1.25% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.

Largest Holdings

Amount Holding
4.54% AtriCure Inc
3.89% Ribbon Communications Inc
3.84% NeoPhotonics Corp
3.76% R1 RCM Inc
3.30% Cerus Corp
3.30% Onto Innovation Inc
3.18% Cerence Inc Ordinary Shares
3.13% RTI Surgical Holdings Inc
3.10% Veeco Instruments Inc
3.10% Ensign Group Inc
2.99% Calix Inc
2.81% Tilly's Inc A
2.72% Insight Enterprises Inc
2.70% Fluidigm Corp
2.59% Kadant Inc
2.37% Omnicell Inc
2.28% Ducommun Inc
2.19% Forterra Inc
2.08% Vocera Communications Inc
2.01% Allscripts Healthcare Solutions Inc
1.97% Kratos Defense & Security Solutions Inc
1.94% Infinera Corp
1.90% GenMark Diagnostics Inc
1.69% NN Inc
1.68% Pitney Bowes Inc

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