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Morningstar

Paradigm Micro-Cap PVIVX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PVIVX

Will PVIVX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PVIVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PVIVX 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 PVIVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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