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

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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 R3 MF is 15.69B. 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 31%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 58%

Fundamental Analysis Ratings

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

Valuation Rating: 81

P/E Growth Rating: 40

Price Growth Rating: 51

SMR Rating: 46

Profit Risk Rating: 27

Seasonality Score: 42 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

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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 97% 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.

Ticker / NAME	Correlation To TVRFX	1D Price Change %
TVRFX	100%	+0.93%
VSEMX - TVRFX	97% Closely correlated	N/A
FSMAX - TVRFX	95% Closely correlated	+0.68%
VIMSX - TVRFX	94% Closely correlated	+0.76%
VIMAX - TVRFX	94% Closely correlated	+0.76%
VMCPX - TVRFX	94% Closely correlated	+0.77%
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