Morningstar

Paradigm Micro-Cap Fund PVIVX

Morningstar Medalist Rating
Medalist Rating as of | See Paradigm Funds Investment Hub
  • NAV / 1-Day Return 59.69  /  −2.21 %
  • Total Assets 172.1M
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 87%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 6:45 PM GMT+0

Morningstar’s Analysis PVIVX

Will PVIVX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Paradigm Micro-Cap 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.

by Morningstar Automated Analysis
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Portfolio Holdings PVIVX

More PVIVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

9.97 17M
Cash and Equivalents

Modine Manufacturing Co

9.29 16M
Consumer Cyclical

Onto Innovation Inc

5.97 10M
Technology

Build-A-Bear Workshop Inc

4.90 8M
Consumer Cyclical

Enovis Corp

4.21 7M
Healthcare

Ensign Group Inc

4.11 7M
Healthcare

QuidelOrtho Corp

3.87 7M
Healthcare

Dentsply Sirona Inc

3.86 7M
Healthcare

Insight Enterprises Inc

3.72 6M
Technology

A10 Networks Inc

3.21 6M
Technology

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