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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for THCRX

Thornburg quote and profile

 
 Companies |  Insiders  | Dashboard  
     
21.96
  
FUND
0.06  Macroaxis: 0.27 Up   0.27%  
Last 1 Month(s)
20.8622.32
 

Diversification Suggestion

Use Thornburg to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Thornburg re Growth R3 Trend or Check current 30 days Thornburg correlation with market (S&P 500)
1 Month Beta 1.34  
Highest Price:  
Lowest Price:  
22.32  
20.86  
May 21 2013 
May 01 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Thornburg will likely underperform.
Thornburg Core Growth R3 Large BetaThornburg re Growth R3 Beta Legend
THCRX United States NASDAQ
Thornburg Core Growth R3
Thornburg
Large Growth
Benchmark S&P 500
Contact Number: 800. 847. 0200
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset679.48 M
 thisGreen THCRX THCRX agains markets  0.27 % Macroaxis: 0.27 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
Compare to Competition Get Alpha   Get Advice

Thornburg Leadership

Greg Dunn Fund Manager since January 31, 2012, MBA
Tim Cunningham Fund Manager since January 31, 2012, CFA

Thornburg Price and Market Media

The median price of Thornburg for the period between Fri, Apr 26, 2013 and Sun, May 26, 2013 is 21.75 with a coefficient of variation of 2.1. The daily time series for the period is distributed with a sample standard deviation of 0.46, arithmetic mean of 21.67, and mean deviation of 0.38. The Fund did not receive any noticable media coverage during the period.
Thornburg         SP 500
Price Growth (%)
 

Thornburg Summary

Thornburg Core Growth R3 [THCRX] is traded in USA and was established in June 30, 2003. The fund is listed under Large Growth category and is part of Thornburg family. This fund at this time has accumulated 679.48 M in assets with minimum initial investment of . Thornburg Core Growth R3 is currently producing year-to-date (YTD) return of 11.12%, while the total return for the last 3 years was 21.23%.

Fund Instrument Allocation for Thornburg

The fund consists of 96.97% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
15
Out Of
100
 
Chance of
Less
Than
%
 
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Thornburg Research Report

Thornburg vs. American

Correlation analysis and fundamentals comparison between Thornburg re Growth R3 and American Funds Growth

Thornburg Asset Under Management

Thornburg Core Growth R3 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 1.17 Trillion. Thornburg adds roughly 679.48 Million in net asset claiming only tiny portion of funds under Large Growth category.

Thornburg Fundamentals

Ten Year Return vs Net Asset
Year to Date Return vs Price to Book
Ten Year Return vs Three Year Return
One Year Return vs Price to Book

Thornburg vs Competition

Thornburg vs. American Funds Growth Fund of Amer A
Thornburg vs. American Funds Growth Fund of Amer F1
Thornburg vs. American Funds Growth Fund of Amer R3
Thornburg vs. American Funds Growth Fund of Amer R2
Thornburg vs. American Funds Growth Fund of Amer R6
Thornburg vs. American Funds Growth Fund of Amer R1
Thornburg vs. American Funds Growth Fund of Amer C
Thornburg vs. American Funds Growth Fund of Amer B
Thornburg vs. American Funds Growth Fund of Amer 529B
Thornburg vs. American Funds Growth Fund of Amer F2

Thornburg May 26 2013 Opportunity Range

Downside Deviation1.03
Information Ratio0.0523
Maximum Drawdown3.17
Value At Risk(1.42)
Potential Upside1.36

 
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