Paradigm Value Fund

Frequently Asked Questions About PVFAX

What does PVFAX invest in?

This fund primarily allocates capital to common shares of small-capitalization businesses (those with a market value of $2.5 billion or less at acquisition) that the investment advisor believes offer strong prospects for capital growth. Its investment strategy heavily emphasizes selecting companies demonstrating appealing valuations across multiple financial indicators, including price-to-earnings, price-to-cash flow, price-to-book, and price-to-revenue ratios. The portfolio may, at times, feature a concentrated exposure to particular economic sectors. Investments are typically liquidated once they achieve their projected value or when superior new opportunities for higher returns emerge.

What is the expense ratio of PVFAX?

Paradigm Value Fund (PVFAX) charges an expense ratio of 1.26%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PVFAX?

Paradigm Value Fund (PVFAX) manages $54.7M 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 PVFAX actively managed or an index fund?

PVFAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PVFAX launched?

Paradigm Value Fund (PVFAX) launched in December 2002 and is managed by the fund issuer.

How has PVFAX performed?

PVFAX'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.