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Paradigm Micro-Cap PVIVX

Quantitative rating as of
  • NAV / 1-Day Return 46.12  /  0.90 %
  • Total Assets 122.5 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 46%

Morningstar’s Analysis PVIVX

Will PVIVX outperform in future?

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

Summary

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An incline in Parent Pillar rating is the primary driver of Paradigm Micro-Cap's upgrade to a Morningstar Quantitative Rating of Gold from Silver. 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.

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