Investment objective & strategy
As of May 1, 2025 · prospectusObjective. ? The Paradigm Select Fund (the ?Select Fund? or the ?Fund?) seeks long-term capital appreciation.
Strategy. The Select Fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. 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. The Select Fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. 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.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| LUMENTUM HOLDINGS INC | — | $17.29M | 12.40% |
| NATERA INC | — | $11.88M | 8.52% |
| EMCOR GROUP INC | — | $11.37M | 8.16% |
| TERADYNE INC | — | $9.98M | 7.16% |
| MONEYMKT | FGTXX | $9.09M | 6.52% |
| GLOBUS MEDICAL INC | — | $7.08M | 5.08% |
| MARVELL TECHNOLOGY INC | — | $6.87M | 4.93% |
| CARPENTER TECHNOLOGY CORP | — | $6.15M | 4.41% |
| KULICKE and SOFFA INDUSTRIES INC | — | $5.27M | 3.78% |
| ZURN ELKAY WATER SOLUTIONS CORP | — | $4.59M | 3.29% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Paradigm Value Fund · PVFAX | 35% | 1.26% |
| Berkshire Focus Fund · BFOCX | 17% | 1.96% |
| Paradigm Micro-Cap Fund · PVIVX | 16% | 1.27% |
Advisers
| Firm | Role |
|---|---|
| PARADIGM FUNDS ADVISOR LLC | Adviser |
Footnotes
- Expense ratio as of May 1, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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