TVRFX Thornburg Small/Mid Cap Core R3 Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Blend

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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, plus the amount of any borrowings for investment purposes, in small- and mid-capitalization companies.

Market Cap

The average market capitalization across the Thornburg Small/Mid Cap Core R3 MF is 15.85B. 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 R3 MF was -15%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 56%

Fundamental Analysis Ratings

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

Valuation Rating: 80

P/E Growth Rating: 46

Price Growth Rating: 61

SMR Rating: 47

Profit Risk Rating: 23

Seasonality Score: 26 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
FIVPX	11.51	N/A	N/A
Fidelity Advisor International Value M
FFCMX	20.24	N/A	N/A
Fidelity Advisor Asset Manager 50% C
FIQHX	38.75	N/A	N/A
Fidelity Advisor Europe Z
FARLX	10.80	N/A	N/A
FS Chiron Real Development A
DESUX	21.57	N/A	N/A
DWS ESG Core Equity R6

TVRFX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To TVRFX	1D Price Change %
TVRFX	100%	N/A
VIEIX - TVRFX	95% Closely correlated	N/A
VEXMX - TVRFX	95% Closely correlated	N/A
VSEMX - TVRFX	95% Closely correlated	N/A
FSMDX - TVRFX	93% Closely correlated	N/A
VIMSX - TVRFX	91% Closely correlated	N/A
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