Paradigm Opportunity
Nine Elk Street Albany NY 12207
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Phone: 800-239-0732
| Category: | Small Blend | | Fund Family: | Paradigm Funds | | Net Assets: | 3.80M | | Year-to-Date Return: | -13.47% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-05 |
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Jason V. Ronovech
Lead Manager since
01-Sep-05 | | | Ronovech is vice president of Paradigm Funds Advisor LLC, with his employment since 2000 as an equity analyst, and has served as portfolio manager and analyst since 2005. Ronovech holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks, preferred stocks, warrants, and securities convertible into common stock of companies with market capitalizations between $25 million and $2 billion that the Advisor believes have the potential for capital appreciation. |
| Last Dividend
(29-Dec-05):
| 0.02 | | Last Cap Gain
(28-Dec-07):
| 0.70 | | Annual Holdings Turnover
| 169.00% | | Average for Category:
| 92.83% |
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| Expense | PFOPX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$591 | $592 | | 5 Yr Expense Projection*: |
$1,052 | $968 | | 10 Yr Expense Projection*: |
$2,329 | $1,933 |
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11.08% Nasdaq 0.00%
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