THCGX Rating, Research - Thornburg Core Growth A

Thornburg Core Growth A (thcgx)

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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 thcgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Thornburg Core Growth A (THCGX) Description: THCGX is a mutual fund, which is an investment that owns a basket of assets. The THCGX 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. THCGXs minimum initial investment amount is $5000 while the IRA minimum is $2000. THCGXs expense ratio is roughly 1%. The latest THCGXs front end load was 5% and the back end load was 0%. The Thornburg Core Growth A (THCGX) mutual fund falls under the mid-cap growth category. THCGX focuses its investments in USA and THCGX is not affiliated with a particular industry or fund sector. The Thornburg Core Growth A (THCGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find THCGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of THCGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities (see equity research) of mid-capitalization companies. Mid-capitalization companies are those companies with market capitalizations within the range of companies included in the S&P Mid-Cap 400® Index, or within the range of companies included in the Russell Mid-cap® Index. The fund may use futures and/or exchange-traded funds (ETFs) to manage cash and can lend securities with a value of up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions.

Management Analysis Update

Performance Analysis Update