Macroaxis: Personalized Investing
Simple Personalized Investing

SP 500   1,655   13.81  Index Moved Down -0.83%
AGTHX GFAFX RGACX RGABX Farming Macroaxis 15 Commodities ISP 
United States GSPC USD ...  |  Macroaxis Daily Picks


Processing
Processing. Please wait...

Thornburg Holdings Turnover

 
 Companies |  Insiders  | Dashboard  
     

Holdings Turnover breakdown for Thornburg

Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.

Thornburg

Holding Turnover

=

Year Cash Flow

Net Asset

X

100

=
43.36 %
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Compare Thornburg to competition

Thornburg Holdings Turnover Assessment

According to company disclosure Thornburg Core Growth R3 has Holdings Turnover of 43.36%. This is much higher than that of Thornburg family, and significantly higher than that of Large Growth category, The Holdings Turnover for all funds is over 1000% lower than the firm.

Filter other Funds by Holdings Turnover

Select Holdings Turnover Range
Current Range 
Indicate Category
Click to run this filter
 Run Equity Filter
Filter Other Equities
  

Holdings Turnover Comparison

Thornburg is currently under evaluation in holdings turnover among similar funds.
Follow Thornburg Holdings Turnover with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Thornburg to your reader
 
    
THCRX United States NASDAQ
Thornburg Core Growth R3
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    

Other Thornburg Fundamentals

Price to Earning21.39 times
Price to Book2.89 times
Price to Sales2.56 times
Number of Employees1
Probability Of Bankruptcy1.00 %
Year to Date Return11.12 %
One Year Return7.34 %
Three Year Return21.23 %
Five Year Return(2.04) %
Ten Year Return6.05 %
Net Asset679.48 M
Holdings Turnover43.36 %
Cash Position Weight1.43 %
Equity Positions Weight96.97 %


 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium