Paradigm Select Fund

Frequently Asked Questions About PFSLX

What does PFSLX invest in?

The fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired.

What is the expense ratio of PFSLX?

Paradigm Select Fund (PFSLX) charges an expense ratio of 1.16%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PFSLX?

Paradigm Select Fund (PFSLX) manages $189.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is PFSLX actively managed or an index fund?

PFSLX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PFSLX's is 1.16%) in exchange for the discretion to over- or under-weight positions.

When was PFSLX launched?

Paradigm Select Fund (PFSLX) launched in January 2005 and is managed by the fund issuer.

How has PFSLX performed?

PFSLX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.