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TIBMX Thornburg Investment Income Builder R5 Forecast, Technical & Fundamental Analysis

The investment seeks to provide a level of current income which exceeds the average yield on U... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Citigroup (NYSE:C), AT&T (NYSE:T).

Industry description

The investment seeks to provide a level of current income which exceeds the average yield on U.S. stocks; long-term capital appreciation is a secondary objective. The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in income-producing securities, and at least 50% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks.

Market Cap

The average market capitalization across the Thornburg Investment Income Builder R5 MF is 513.29B. The market cap for tickers in the group ranges from 3.93B to 1.96T. AVGO holds the highest valuation in this group at 1.96T. The lowest valued company is ORA at 3.93B.

Volume

The average weekly volume growth across all stocks in the Thornburg Investment Income Builder R5 MF was 94%. For the same stocks of the MF, the average monthly volume growth was 134% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 65
Price Growth Rating: 39
SMR Rating: 48
Profit Risk Rating: 34
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Global Moderately Aggressive Allocation
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TIBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TIBMX has been closely correlated with CIRAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if TIBMX jumps, then CIRAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TIBMX
1D Price
Change %
TIBMX100%
+0.34%
CIRAX - TIBMX
87%
Closely correlated
N/A
CIREX - TIBMX
83%
Closely correlated
N/A
CIBFX - TIBMX
83%
Closely correlated
N/A
CIRCX - TIBMX
83%
Closely correlated
N/A
RIRAX - TIBMX
83%
Closely correlated
-0.01%
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Thornburg Investment Income Builder R5 (TIBMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com