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THOFX
Mutual Fund ticker: NASDAQ
AS OF
Jul 15 closing price
Price
$43.41
Change
-$0.10 (-0.23%)
Net Assets
1.36B

THOFX Thornburg Global Opportunities R5 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Charles Schwab Corp (The) (NYSE:SCHW), Citigroup (NYSE:C).

Industry description

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal, including smaller companies with market capitalizations of less than $500 million.

Market Cap

The average market capitalization across the Thornburg Global Opportunities R5 MF is 636.06B. The market cap for tickers in the group ranges from 121.12B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is C at 121.12B.

Volume

The average weekly volume growth across all stocks in the Thornburg Global Opportunities R5 MF was 21%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 100
Price Growth Rating: 30
SMR Rating: 100
Profit Risk Rating: 23
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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THOFX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To THOFX
1D Price
Change %
THOFX100%
-0.23%
RWIFX - THOFX
89%
Closely correlated
-0.49%
FWCGX - THOFX
85%
Closely correlated
-0.49%
FWGIX - THOFX
85%
Closely correlated
-0.49%
FCWGX - THOFX
85%
Closely correlated
-0.50%
RWIHX - THOFX
85%
Closely correlated
-0.49%
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