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 R5 MF is 15.45B. 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 R5 MF was 38%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 84
P/E Growth Rating: 28
Price Growth Rating: 45
SMR Rating: 53
Profit Risk Rating: 15
Seasonality Score: 6 (-100 ... +100)