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TVCFX Thornburg Small/Mid Cap Core C Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types; current income is the secondary consideration. 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 goals.

Market Cap

The average market capitalization across the Thornburg Small/Mid Cap Core C MF is 15.34B. The market cap for tickers in the group ranges from 5.73B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is CWST at 5.73B.

Volume

The average weekly volume growth across all stocks in the Thornburg Small/Mid Cap Core C MF was 20%. For the same stocks of the MF, the average monthly volume growth was 80% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 35
Price Growth Rating: 49
SMR Rating: 47
Profit Risk Rating: 15
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TVCFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVCFX has been closely correlated with VSEMX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVCFX jumps, then VSEMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVCFX
1D Price
Change %
TVCFX100%
-0.71%
VSEMX - TVCFX
95%
Closely correlated
-0.72%
FSMDX - TVCFX
93%
Closely correlated
-0.50%
VIMSX - TVCFX
92%
Closely correlated
-0.18%
VIMAX - TVCFX
92%
Closely correlated
-0.18%
VMCPX - TVCFX
92%
Closely correlated
-0.18%
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