Paradigm Micro Cap Fund Quote

PVIVX Fund  USD 56.03  0.31  0.56%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Paradigm Micro-cap is trading at 56.03 as of the 28th of March 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 55.72. Paradigm Micro-cap has about a 38 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Paradigm Micro Cap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap Index as of the most recent reconstitution date. More on Paradigm Micro Cap Fund

Moving together with Paradigm Mutual Fund

  0.92PFSLX Paradigm Select FundPairCorr
  0.97PVFAX Paradigm Value FundPairCorr
  0.95VSMAX Vanguard Small-cap IndexPairCorr
  0.95VSCIX Vanguard Small-cap IndexPairCorr
  0.95VSCPX Vanguard Small-cap IndexPairCorr

Paradigm Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Paradigm Micro-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Paradigm Micro-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationParadigm Funds, Large Funds, Small Blend Funds, Small Blend, Paradigm Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Paradigm Micro Cap Fund [PVIVX] is traded in USA and was established 28th of March 2024. Paradigm Micro-cap is listed under Paradigm Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Paradigm Funds family. This fund at this time has accumulated 133.67 M in assets with minimum initial investment of 2.5 K. Paradigm Micro-cap Fund is currently producing year-to-date (YTD) return of 7.36%, while the total return for the last 3 years was 3.79%.
Check Paradigm Micro-cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Paradigm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Paradigm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Paradigm Micro Cap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Paradigm Micro Cap Fund Mutual Fund Constituents

CRNCCerenceIncStockInformation Technology
ATRCAtriCureStockHealth Care
NPTNNeoPhotonicsStockSemiconductors
KEMKraneShares Dynamic EmergingEtfInformation Technology
CALXCalix IncStockInformation Technology
EMKREMCOREStockInformation Technology
TTMITTM TechnologiesStockInformation Technology
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Paradigm Micro-cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Paradigm Micro-cap jumping above the current price in 90 days from now is about 5.02%. The Paradigm Micro Cap Fund probability density function shows the probability of Paradigm Micro-cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.8576 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Paradigm Micro-cap will likely underperform. Additionally, paradigm Micro Cap Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 55.72HorizonTargetOdds Above 55.72
94.90%90 days
 55.72 
5.02%
Based on a normal probability distribution, the odds of Paradigm Micro-cap to move above the current price in 90 days from now is about 5.02 (This Paradigm Micro Cap Fund probability density function shows the probability of Paradigm Mutual Fund to fall within a particular range of prices over 90 days) .

Paradigm Micro-cap Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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Paradigm Micro-cap Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Paradigm Micro-cap market risk premium is the additional return an investor will receive from holding Paradigm Micro-cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Paradigm Micro-cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Paradigm Micro-cap's alpha and beta are two of the key measurements used to evaluate Paradigm Micro-cap's performance over the market, the standard measures of volatility play an important role as well.

Paradigm Micro-cap Against Markets

Picking the right benchmark for Paradigm Micro-cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Paradigm Micro-cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Paradigm Micro-cap is critical whether you are bullish or bearish towards Paradigm Micro Cap Fund at a given time. Please also check how Paradigm Micro-cap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Paradigm Micro-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Paradigm Mutual Fund?

Before investing in Paradigm Micro-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Paradigm Micro-cap. To buy Paradigm Micro-cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Paradigm Micro-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Paradigm Micro-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Paradigm Micro Cap Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Paradigm Micro Cap Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Paradigm Micro Cap Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Paradigm Micro Cap Fund?

The danger of trading Paradigm Micro Cap Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Paradigm Micro-cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Paradigm Micro-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Paradigm Micro-cap Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Paradigm Micro Cap Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

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When running Paradigm Micro-cap's price analysis, check to measure Paradigm Micro-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Paradigm Micro-cap is operating at the current time. Most of Paradigm Micro-cap's value examination focuses on studying past and present price action to predict the probability of Paradigm Micro-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Paradigm Micro-cap's price. Additionally, you may evaluate how the addition of Paradigm Micro-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Paradigm Micro-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Paradigm Micro-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Paradigm Micro-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.