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Paradigm Select PFSLX

Medalist Rating as of | See Paradigm Funds Investment Hub
  • NAV / 1-Day Return 69.88  /  0.01 %
  • Total Assets 115.1 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.31%
  • Turnover 29%

Morningstar’s Analysis PFSLX

Will PFSLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Paradigm Select's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings PFSLX

  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.91
8,864,573
Industrials
5.87
6,580,974
Industrials
5.08
5,689,320
Basic Materials
5.00
5,606,298
Healthcare
4.57
5,124,890
Technology
4.17
4,670,014
Industrials
4.05
4,536,672
Healthcare
3.60
4,034,406
Technology

Cash & Cash Equivalents

3.59
4,027,038
Cash and Equivalents
3.29
3,681,633
Healthcare