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Paradigm Funds

Paradigm Funds Parent Rating

Average

In a competitive industry, Paradigm Funds does n't differentiate itself enough, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Turnover among Paradigm Funds's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.

Paradigm Funds Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

319.41 Mil

Investment Flows (TTM)

15.74 Mil

Asset Growth Rate (TTM)

6.36%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
2
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Paradigm Micro-Cap1
Paradigm Select3
Paradigm Value26

Morningstar Mentions

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