A strong management team and sound investment process underpin Paradigm Value's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 57.16 / 0.94 %
- Total Assets 52.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 11%
Morningstar’s Analysis PVFAX
Will PVFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.