Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Paradigm Select PFSLX
- NAV / 1-Day Return 78.31 / +2.09 %
- Total Assets 125.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.160%
- 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 0.28%
- Turnover 21%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PFSLX
Will PFSLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
EMCOR Group Inc | 7.45 | 9.1 Mil | Industrials |
Natera Inc | 6.11 | 7.5 Mil | Healthcare |
Globus Medical Inc Class A | 5.96 | 7.3 Mil | Healthcare |
Builders FirstSource Inc | 4.85 | 5.9 Mil | Industrials |
Marvell Technology Inc | 4.34 | 5.3 Mil | Technology |
Boise Cascade Co | 4.11 | 5.0 Mil | Basic Materials |
Teradyne Inc | 4.09 | 5.0 Mil | Technology |
Concentrix Corp Ordinary Shares | 3.53 | 4.3 Mil | Technology |
Kforce Inc | 3.48 | 4.2 Mil | Industrials |
Kulicke & Soffa Industries Inc | 3.23 | 3.9 Mil | Technology |