Paradigm Select holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Paradigm Select Fund PFSLX
- NAV / 1-Day Return 123.85 / −5.49 %
- Total Assets 193.1M
-
Adj. Expense Ratio
1.260%
- Expense Ratio 1.270%
- Distribution Fee Level High
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00%
- Turnover 15%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:17 AM GMT+0
Morningstar’s Analysis PFSLX
Will PFSLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PFSLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PFSLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash & Cash Equivalents | 12.20 | 23M | Cash and Equivalents |
Lumentum Holdings Inc | 11.04 | 21M | Technology |
Marvell Technology Inc | 7.46 | 14M | Technology |
Natera Inc | 6.96 | 13M | Healthcare |
EMCOR Group Inc | 6.68 | 13M | Industrials |
Teradyne Inc | 6.61 | 13M | Technology |
Kulicke & Soffa Industries Inc | 4.29 | 8M | Technology |
Carpenter Technology Corp | 3.84 | 7M | Industrials |
Globus Medical Inc Class A | 3.53 | 7M | Healthcare |
Zurn Elkay Water Solutions Corp | 2.86 | 5M | Industrials |
United States