Thornburg Mutual Fund Buy Hold or Sell Recommendation

TIGCX -  USA Fund  

USD 22.98  0.41  1.75%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Thornburg International Growth is 'Strong Hold'. Macroaxis provides Thornburg International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding TIGCX positions. The advice algorithm takes into account all of Thornburg International's available fundamental, technical, and predictive indicators you will find on this site.

Thornburg Advice 

 
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The advice is provided from Thornburg International's buy-and-hold perspective. Additionally, take a look at Thornburg International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Thornburg and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Thornburg International Growth.

Execute Thornburg International Buy or Sell Advice

The Thornburg recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Thornburg International Growth. Macroaxis does not own or have any residual interests in Thornburg International Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Thornburg International's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Thornburg InternationalBuy Thornburg International
Strong Hold

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Thornburg International Growth has a Risk Adjusted Performance of (0.20), Jensen Alpha of (0.29), Total Risk Alpha of (0.24) and Treynor Ratio of (0.47)
Our trade recommendation module complements current analysts and expert consensus on Thornburg International. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Thornburg International five year return and equity positions weight to ensure your buy or sell decision on Thornburg International is adequate.

Thornburg International Trading Alerts and Improvement Suggestions

Thornburg International generated a negative expected return over the last 90 days
The fund maintains 96.78% of its assets in stocks

Thornburg International Returns Distribution Density

The distribution of Thornburg International's historical returns is an attempt to chart the future uncertainty of Thornburg International's future price movements. The chart of the probability distribution of Thornburg International stock daily returns describes the distribution of returns around its average expected value. We use Thornburg International Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Thornburg International returns is essential to provide solid investment advice for Thornburg International stock.
Mean Return-0.32Value At Risk-1.93
Potential Upside1.31Standard Deviation1.32
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Thornburg International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Thornburg International Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Thornburg International or Thornburg sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Thornburg International stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Thornburg stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.29
β
Beta against DOW0.71
σ
Overall volatility
1.01
Ir
Information ratio -0.21

Thornburg International Volatility Alert

Thornburg International Growth exhibits very low volatility with skewness of -2.17 and kurtosis of 11.92. However, we advise investors to further study Thornburg International Growth technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Thornburg International's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Thornburg International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Thornburg International Implied Volatility

Thornburg International's implied volatility exposes the market's sentiment of Thornburg International Growth stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Thornburg International's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Thornburg International stock will not fluctuate a lot when Thornburg International's options are near their expiration.

Thornburg International Fundamentals Vs Peers

Comparing Thornburg International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Thornburg International's direct or indirect competition across all of the common fundamentals between Thornburg International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Thornburg International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Thornburg International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Thornburg International by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Thornburg International to competition
FundamentalsThornburg InternationalPeer Average
Price to Earning24.39 X6.53 X
Price to Book3.42 X0.74 X
Price to Sales2.64 X0.61 X
One Year Return14.04 %4.15 %
Three Year Return4.75 %3.60 %
Five Year Return4.80 %3.24 %
Ten Year Return9.30 %1.79 %
Net Asset2.06 B4.11 B
Minimum Initial Investment5 K976.16 K
Cash Position Weight2.95 %10.61 %
Equity Positions Weight96.78 %63.90 %
Bond Positions Weight0.27 %11.24 %

About Thornburg International Buy or Sell Advice

When is the right time to buy or sell Thornburg International Growth? Buying financial instruments such as Thornburg Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Thornburg International investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Thornburg International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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Railroads Theme
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Additionally, take a look at Thornburg International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Thornburg International information on this page should be used as a complementary analysis to other Thornburg International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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Please note, there is a significant difference between Thornburg International's value and its price as these two are different measures arrived at by different means. Investors typically determine Thornburg International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.