Research

Because Paradigm is a boutique firm, we are able to offer our clients significant access to investment expertise.

In addition to portfolio manager contact and commentary, we offer research to help our clients understand our strategy and outlook. The firm recently completed a timely comparison of historical performance between small-cap and large-cap benchmarks during and after recessionary periods. Click here to download a copy.

Availability

Paradigm Funds are available through Fidelity, Matrix, Schwab, and many other platforms. All funds are designed for fee-based advisors and retirement professionals: no load, no 12b-1. Contact Gordon Sacks, Director of Marketing, to obtain availability information and execute a selling agreement if necessary.

Fund Details

Paradigm Value Fund (PVFAX)

Five Stars
Small-Cap Value category
Top decile performance for 2Q 08 according to Morningstar.
The Value Fund is focused on identifying undervalued equities in the relatively inefficient small-cap and microcap range. Median market capitalization is $1 billion, giving investors true small-cap exposure. Because of the fund’s relatively small size, it can take meaningful positions in small companies without liquidity constraints

Paradigm Select Fund (PFSLX) 

Four Stars
Mid-Cap Core category
The Select Fund uses a “SMid-cap” approach, targeting companies with market capitalizations between $500 million and $5 billion. Approximately 80% of the holdings are intended to be consistent cash generators that may not have attracted much Wall Street attention for a variety of reasons, and the remaining 20% are special situations which we believe have the potential for significant outperformance.

Investors should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the Paradigm Funds. You may obtain a prospectus at www.paradigm-funds.com or by calling the transfer agent at 1-800-239-0732. The prospectus should be read carefully before investing.

For funds with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. An overall rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating Metrics as of the date stated. As of 6/30/08 the number of funds in the Small Value category tracked by Morningstar was 331 for the 3 year period and Overall Ranking, and 265 for the 5 year period. As of 6/30/08 Paradigm Value Fund did not have 10 year rating. As of 6/30/08 the number of funds in the Mid-Cap Blend category tracked by Morningstar was 410 for the 3 year period and Overall Ranking. As of 6/30/08 Paradigm Select Fund did not have 5 or 10 year rating.