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5 Stars = top 10% of funds in a category 4 stars = next 22.5% of funds 3 stars = middle 35% 2 stars = next 22.5% 1 star = bottom 10%. The overall rating is a weighted average of the 3-, 5-, and 10-year (if applicable) returns. Star ratings are based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.
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The ratio is calculated by dividing the Fund’s returns by the returns of the index during the up-market or the down-market, and multiplying that factor by 100. The market capture ratios are used to evaluate how well an investment performed relative to an index during periods when that index has risen or fallen. Market Capture Ratios is a statistical measure of the Fund’s overall performance in up-markets (positive return periods) and down-markets (negative return periods). It is measured using monthly observations, but expresses the result on an annualized basis. Standard Deviation shows the degree of variation in the Fund’s returns and can serve as a useful measure of the Fund’s risk. Price/Book Ratio is the market price per share divided by book value. P/E Ratio is the market price per share divided by earnings per share. An investor cannot invest directly in an index, and index performance does not reflect the deduction of any fees, expenses or taxes. Russell Microcap ® Index is constructed to provide a comprehensive and unbiased barometer for the microcap segment trading on national exchanges. It includes 1,000 of the smallest securities in the Russell 2000 index based on a combination of their market cap and current index membership and it includes the next 1,000 securities. The Russell Microcap ® Index is an unmanaged index of the microcap segment of the U.S. Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing.ġ Holdings are subject to change and may not be representative of current or future holdings.Ģ Sector allocations are based upon the GICS Classifications and represent a % of the common stock held and is subject to change and may not be representative
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You may obtain performance data current to the most recent month-end by calling the transfer agent at 1-877-59-Funds. Current performance may be lower or higher than the performance data quoted. Please read it carefully before you invest or send money. Please contact Paradigm Funds Advisors LLC at 1-80. This report must be preceded or accompanied by a prospectus containing more detail including information on risks, fees, sales charges and expenses. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund before investing. Micro capitalization companies can be riskier investments than larger companies. The Advisor primarily searches for companies within the market capitalization range of the Russell Microcap ® Index that exhibit attractive valuations and solid growth prospects. Please note that these market capitalization measures will fluctuate over time. If the Fund’s perceptions of value are wrong, the securities purchased may not perform as expected, reducing the Fund’s return. The Fund invests in companies that appear to be “undervalued” in the marketplace (i.e., trading at prices below the company’s true worth).
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As is the case with most investments, you may lose money by investing in the Fund. The Fund generally considers a company to be a microcap 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. The Micro-Cap Fund (formerly the Paradigm Intrinsic Value Fund) invests at least 80% of its net assets in the common stocks of U.S.