MENU
+Compare
TVRFX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$75.02
Change
+$0.04 (+0.05%)
Net Assets
473.19M

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
Interact to see
Advertisement
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 15.76B. 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 2%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was 38%

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: 48
Price Growth Rating: 51
SMR Rating: 46
Profit Risk Rating: 27
Seasonality Score: 4 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IPOYX20.44N/A
N/A
Macquarie Systematic Em Mkts Eq Y
DIFHX12.22N/A
N/A
MFS Diversified Income R6
FIOOX16.73N/A
N/A
Fidelity Series Large Cap Value Index
GSAFX24.20N/A
N/A
Goldman Sachs China Equity R6
BRLVX23.39-0.02
-0.09%
American Beacon Man Lg Cp Value R5

TVRFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVRFX has been closely correlated with VSEMX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVRFX jumps, then VSEMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVRFX
1D Price
Change %
TVRFX100%
+0.05%
VSEMX - TVRFX
98%
Closely correlated
N/A
VIEIX - TVRFX
95%
Closely correlated
N/A
VEXMX - TVRFX
95%
Closely correlated
N/A
VIMSX - TVRFX
94%
Closely correlated
N/A
VIMAX - TVRFX
94%
Closely correlated
N/A
More