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: #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 A MF is 15.77B. 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 A MF was -34%. For the same stocks of the MF, the average monthly volume growth was -62% and the average quarterly volume growth was -1%

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: 46

Price Growth Rating: 49

SMR Rating: 46

Profit Risk Rating: 27

Seasonality Score: 50 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
QMID	27.34	1.12	+4.25%
WisdomTree U.S. Mid Cap Quality Gr
SMLV	129.56	1.02	+0.80%
SPDR® SSGA US Small Cap Low Volatil ETF
CGIE	32.76	0.04	+0.12%
Capital Group International Equity ETF
EFV	63.95	0.06	+0.09%
iShares MSCI EAFE Value ETF
SURE	118.94	N/A	N/A
AdvisorShares Insider Advantage ETF

TVAFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVAFX 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 TVAFX jumps, then VSEMX could also see price increases.

Ticker / NAME	Correlation To TVAFX	1D Price Change %
TVAFX	100%	+1.08%
VSEMX - TVAFX	98% Closely correlated	+0.93%
FSMAX - TVAFX	95% Closely correlated	+0.93%
VIMSX - TVAFX	94% Closely correlated	+0.60%
VIMAX - TVAFX	94% Closely correlated	+0.59%
VMCPX - TVAFX	94% Closely correlated	+0.59%
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