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TSUMX
Mutual Fund ticker: NASDAQ
AS OF
Jun 26 closing price
Price
$13.76
Change
+$0.09 (+0.66%)
Net Assets
95.3M

TSUMX Thornburg Summit I Forecast, Technical & Fundamental Analysis

The investment seeks to grow real wealth over time... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), AT&T (NYSE:T).

Industry description

The investment seeks to grow real wealth over time. The fund's investments are expected to emphasize long positions in equity securities and fixed income obligations, though the fund may also invest a significant amount of its assets in short positions. There are no specific percentage limitations on the amount of the fund's portfolio that may be invested in a particular asset class, and the proportions of the fund's assets that are invested in the respective asset classes are expected to vary over time and from time to time depending upon Thornburg's perceptions of which types of investments represent better values and opportunities.

Market Cap

The average market capitalization across the Thornburg Summit I MF is 1.98T. The market cap for tickers in the group ranges from 125.89B to 3.78T. NVDA holds the highest valuation in this group at 3.78T. The lowest valued company is T at 125.89B.

Volume

The average weekly volume growth across all stocks in the Thornburg Summit I MF was 13%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 61
Price Growth Rating: 33
SMR Rating: 31
Profit Risk Rating: 21
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TSUMX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TSUMX
1D Price
Change %
TSUMX100%
+0.66%
RLBGX - TSUMX
89%
Closely correlated
+0.75%
RLEFX - TSUMX
89%
Closely correlated
+0.72%
RAMHX - TSUMX
89%
Closely correlated
+0.75%
CLBFX - TSUMX
89%
Closely correlated
+0.75%
RLBFX - TSUMX
89%
Closely correlated
+0.75%
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