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Thornburg Small/mid Cap Core Fund Class A (TVAFX)

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70.47 -0.88    -1.23%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 293.03M
Type:  Fund
Market:  United States
Issuer:  Thornburg
Asset Class:  Equity
Thornburg Value A 70.47 -0.88 -1.23%

TVAFX Overview

 
Find basic information about the Thornburg Small/mid Cap Core Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add TVAFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.01%
Prev. Close71.35
Risk Rating
TTM Yield0%
ROE12.20%
IssuerThornburg
Turnover21.19%
ROA4.33%
Inception Date34974
Total Assets293.03M
Expenses1.38%
Min. Investment5,000
Market Cap6.33B
CategoryMid - Cap Blend
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Thornburg Small/mid Cap Core Fund Class A Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1034 1274 1017 1494 2112
Fund Return 8.45% 3.43% 27.41% 0.57% 8.36% 7.76%
Place in category 87 110 79 335 332 170
% in Category 22 28 22 85 91 72

Top Equity Funds by Thornburg

  Name Rating Total Assets YTD% 3Y% 10Y%
  Thornburg Investment Income Builder 7.94B 8.51 7.83 6.56
  Thornburg Investment Income BuildeA 4.26B 8.37 7.55 6.27
  Thornburg Limited-Term Muni Inst 1.93B -1.01 -0.57 1.17
  Thornburg International Value I 1.57B 12.28 1.41 6.63
  Thornburg Global Opportunities I 787.49M 12.15 5.93 8.75

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 59.44B 5.55 3.04 9.49
  Fidelity Extended Market Index Ins 37.64B 3.43 -1.31 8.75
  Fidelity Mid Cap Index Fund Institu 34.47B 5.68 3.10 9.47
  Vanguard Extended Market Index Inst 30.44B 3.43 -1.28 -
  Vanguard Extended Market Idx Adm 23.68B 3.42 -1.32 8.73

Top Holdings

Name ISIN Weight % Last Change %
  Casella US1474481041 3.43 96.38 -0.56%
  Vertiv Holdings Co US92537N1081 3.39 91.48 -4.02%
  Clean Harbors US1844961078 2.80 220.97 -0.22%
  LPL Financial US50212V1008 2.75 277.17 -0.71%
  TechnipFMC GB00BDSFG982 2.73 24.250 -0.94%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Strong Buy
Technical Indicators Strong Sell BUY BUY
Summary Strong Sell Neutral Strong Buy
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