Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in the common stocks of small capitalization companies ($2.5 billion or less at the time of purchase) that the Advisor believes have the potential for capital appreciation. It primarily invests in companies that exhibit attractive valuations on several metrics, such as price to earnings, price to cash flow, price to book and price to revenue. The fund 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.
Market Cap
The average market capitalization across the Paradigm Value MF is 5.99B. The market cap for tickers in the group ranges from 1.02B to 20.32B. EME holds the highest valuation in this group at 20.32B. The lowest valued company is ATEN at 1.02B.
Volume
The average weekly volume growth across all stocks in the Paradigm Value MF was 25%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 41
Price Growth Rating: 55
SMR Rating: 68
Profit Risk Rating: 41
Seasonality Score: -22 (-100 ... +100)