Paradigm Value Fund Quote
| PVFAX Fund | USD 65.10 0.75 1.17% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Paradigm Value is trading at 65.10 as of the 23rd of November 2024; that is 1.17 percent increase since the beginning of the trading day. The fund's open price was 64.35. Paradigm Value has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Paradigm Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of September 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in the common stocks of small capitalization companies 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. More on Paradigm Value Fund
Moving together with Paradigm Mutual Fund
Paradigm Mutual Fund Highlights
| Fund Concentration | Paradigm Funds, Large Funds, Small Blend Funds, Small Blend, Paradigm Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Paradigm Value Fund [PVFAX] is traded in USA and was established 23rd of November 2024. Paradigm Value is listed under Paradigm Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Paradigm Funds family. This fund at this time has accumulated 48.8 M in assets with minimum initial investment of 2.5 K. Paradigm Value is currently producing year-to-date (YTD) return of 12.89%, while the total return for the last 3 years was 0.22%.
Check Paradigm Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Paradigm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Paradigm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Paradigm Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Paradigm Value Fund Mutual Fund Constituents
| EXTR | Extreme Networks | Stock | Information Technology | |
| KLIC | Kulicke and Soffa | Stock | Information Technology | |
| TRHC | Tabula Rasa HealthCare | Stock | Health Care | |
| SXT | Sensient Technologies | Stock | Materials | |
| SUM | Summit Materials | Stock | Materials | |
| SNX | Synnex | Stock | Information Technology | |
| RGC | Regencell Bioscience Holdings | Stock | Health Care | |
| QRVO | Qorvo Inc | Stock | Information Technology |
Paradigm Value Risk Profiles
| Mean Deviation | 0.9665 | |||
| Semi Deviation | 1.18 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.84 |
Paradigm Value Against Markets
Other Information on Investing in Paradigm Mutual Fund
Paradigm Value financial ratios help investors to determine whether Paradigm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Paradigm with respect to the benefits of owning Paradigm Value security.
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