Paradigm Value Fund (PVFAX) Research

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.

Market snapshot

Symbol
PVFAX
Price
$60.68
Day change
+1.73%
Market cap
$53.7M
52-week range
46.83-61.4
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • AMF Large Cap Equity Fund (IICAX)
  • JAG Large Cap Growth Fund (JLGAX)
  • Live Oak Health Sciences Fund (LOGSX)
  • AMG GW&K International Small Cap Fund (MECAX)
  • Monetta Young Investor Growth Fund (MYIFX)
  • Sphere 500 Climate Fund (SPFFX)

Open Paradigm Value Fund (PVFAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.