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

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 invests primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. The advisor combines fundamental research on issuers with analysis of significant ESG characteristics, which Thornburg defines as those ESG factors that may materially affect an issuer’s risk and return profile and the issuer’s long-term investment performance. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.

Market Cap

The average market capitalization across the Thornburg Better World International I MF is 86.99B. 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 126%. For the same stocks of the MF, the average monthly volume growth was 134% and the average quarterly volume growth was 129%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 30
Price Growth Rating: 50
SMR Rating: 72
Profit Risk Rating: 31
Seasonality Score: 4 (-100 ... +100)
View a ticker or compare two or three
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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 VTMNX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if TBWIX jumps, then VTMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBWIX
1D Price
Change %
TBWIX100%
-0.59%
VTMNX - TBWIX
86%
Closely correlated
-0.51%
MDIHX - TBWIX
85%
Closely correlated
-0.68%
FSGEX - TBWIX
85%
Closely correlated
-0.54%
VDIPX - TBWIX
85%
Closely correlated
-0.49%
VDVIX - TBWIX
85%
Closely correlated
-0.49%
More