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 R3 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 R3 MF was -13%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 59%
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: 40
Price Growth Rating: 33
SMR Rating: 32
Profit Risk Rating: 36
Seasonality Score: 40 (-100 ... +100)