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TCGRX Thornburg Small/Mid Cap Growth R4 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pure Storage (NYSE:PSTG).

Industry description

The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. Under normal conditions, the fund invests at least 80% of its net assets in small- and mid-capitalization companies. The advisor expects to invest primarily in domestic common stocks. However, the fund may own foreign common stocks which, in the opinion of the fund’s investment advisor, Thornburg Investment Management, Inc. (“Thornburg”), offer prospects for meeting the fund’s investment goal.

Market Cap

The average market capitalization across the Thornburg Small/Mid Cap Growth R4 MF is 13.22B. The market cap for tickers in the group ranges from 5.6B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is FRPT at 5.6B.

Volume

The average weekly volume growth across all stocks in the Thornburg Small/Mid Cap Growth R4 MF was 12%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 91
P/E Growth Rating: 68
Price Growth Rating: 56
SMR Rating: 60
Profit Risk Rating: 51
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TFOIX30.500.14
+0.46%
Transamerica Capital Growth I
RYVFX10.740.03
+0.28%
Royce Small-Cap Value Service
FEYAX26.74-0.08
-0.30%
Fidelity Advisor Asset Manager 85% A
HSISX11.33-0.04
-0.35%
Hartford Schroders Sust Intl Core I
ELCIX43.49-0.20
-0.46%
Eaton Vance Growth I

TCGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TCGRX has been closely correlated with FSMAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TCGRX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TCGRX
1D Price
Change %
TCGRX100%
-0.10%
FSMAX - TCGRX
97%
Closely correlated
+0.04%
TRQZX - TCGRX
83%
Closely correlated
-0.08%
RPTIX - TCGRX
83%
Closely correlated
-0.07%
RPMGX - TCGRX
78%
Closely correlated
-0.08%
PAMCX - TCGRX
77%
Closely correlated
-0.08%
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