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TVAFX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$83.06
Change
+$4.17 (+5.29%)
Net Assets
481.96M

TVAFX Thornburg Small/Mid Cap Core A 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: #Small 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 A MF is 20.38B. The market cap for tickers in the group ranges from 6.55B to 72.7B. VRT holds the highest valuation in this group at 72.7B. The lowest valued company is CWST at 6.55B.

Volume

The average weekly volume growth across all stocks in the Thornburg Small/Mid Cap Core A MF was 31%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 51
Price Growth Rating: 55
SMR Rating: 53
Profit Risk Rating: 36
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Thornburg Investment Trust2300 North Ridgetop RoadSanta Fe
Phone
5059840200
Web
www.thornburg.com
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TVAFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVAFX has been closely correlated with VEMPX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVAFX jumps, then VEMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVAFX
1D Price
Change %
TVAFX100%
-0.10%
VEMPX - TVAFX
97%
Closely correlated
-0.19%
VSCIX - TVAFX
97%
Closely correlated
+0.12%
VSCPX - TVAFX
97%
Closely correlated
+0.13%
NAESX - TVAFX
97%
Closely correlated
+0.12%
VSMAX - TVAFX
97%
Closely correlated
+0.12%
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