TCGCX Rating, Research - Thornburg Core Growth C

Thornburg Core Growth C (tcgcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 99

Threats + Weaknesses = 69

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tcgcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Thornburg Core Growth C (TCGCX) Description: TCGCX is a mutual fund, which is an investment that owns a basket of assets. The TCGCX mutual fund was provided by Thornburg and this investment vehicle derives the majority of its value from equity holdings (stocks). Thornburgs mutual fund has a long management tenure and is in the average fund size classification. TCGCXs minimum initial investment amount is $5000 while the IRA minimum is $2000. TCGCXs expense ratio is roughly 2%. The latest TCGCXs front end load was 0% and the back end load was 1%. The Thornburg Core Growth C (TCGCX) mutual fund falls under the mid-cap growth category. TCGCX focuses its investments in USA and TCGCX is not affiliated with a particular industry or fund sector. The Thornburg Core Growth C (TCGCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TCGCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TCGCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) of mid-size companies. It may invest up to 20% of total assets in debt securities of U.S. and non-U.S. issuers. The fund may also invest up to 5% of total assets in below investment-grade convertible debt securities issued by both U.S. and non-U.S. issuers. It may invest up to 20% of total assets in REITs. The fund may invest up to 5% of total assets in the securities of emerging-markets issuers.

Management Analysis Update

Performance Analysis Update