TCGRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Thornburg Small/Mid Cap Growth R4 (TCGRX) Ownership - Who owns Thornburg Small/Mid Cap Growth R4?

The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential... Show more

Category: #Mid-Cap Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

TCGRX

Net Assets

210M

Fund Existence

about 18 years

Turnover

57.56

Total Expense Ratio

1.36

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

3.49

Assets in Top Ten Holdings

87.8M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

574K

Fund Type

OpenEnd

Index Fund

Management Fee

0.87

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

47.00

Number of Net Holdings

47.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

33.68%

Gain YTD

-12.520

Annual Yield % from dividends

0.00

Returns for 1 year

-6.53

Returns for 3 years

-5.04

Returns for 5 years

-14.76

Returns for 10 years

-4.54

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details