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TBWIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 23 closing price
Price
$19.43
Change
+$0.17 (+0.88%)
Net Assets
470.69M

TBWIX Thornburg Better World International I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Suncor Energy (NYSE:SU).

Industry description

The investment seeks long-term capital appreciation. The fund pursues its investment goal by investing primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in issuers that the fund’s investment advisor, Thornburg Investment Management, Inc. (‘Thornburg’), has determined exhibit one or more significant and positive environmental, social and governance (“ESG”) characteristics.

Market Cap

The average market capitalization across the Thornburg Better World International I MF is 86.65B. The market cap for tickers in the group ranges from 216.07M to 227.47B. SAP holds the highest valuation in this group at 227.47B. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Thornburg Better World International I MF was 24%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 123%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 29
Price Growth Rating: 54
SMR Rating: 75
Profit Risk Rating: 19
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Foreign Large Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TBWIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TBWIX has been closely correlated with VTISX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if TBWIX jumps, then VTISX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBWIX
1D Price
Change %
TBWIX100%
N/A
VTISX - TBWIX
89%
Closely correlated
N/A
VTMNX - TBWIX
86%
Closely correlated
N/A
MDIHX - TBWIX
85%
Closely correlated
N/A
FSGEX - TBWIX
85%
Closely correlated
N/A
VDIPX - TBWIX
85%
Closely correlated
N/A
More