THOCX Rating, Research - Thornburg Global Opportunities C

Thornburg Global Opportunities C (thocx)

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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 = 26

Threats + Weaknesses = 14

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

Fund Management Team

Fund Description Update

Thornburg Global Opportunities C (THOCX) Description: THOCX is a mutual fund, which is an investment that owns a basket of assets. The THOCX 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 medium management tenure and is in the small fund size classification. THOCXs minimum initial investment amount is $5000 while the IRA minimum is $2000. THOCXs expense ratio is roughly 2%. The latest THOCXs front end load was 0% and the back end load was 1%. The Thornburg Global Opportunities C (THOCX) mutual fund falls under the world stock category. THOCX focuses its investments in EU and USA and THOCX is not affiliated with a particular industry or fund sector. The Thornburg Global Opportunities C (THOCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find THOCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of THOCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation through investment in equity securities (see equity research) of companies based both inside and outside the United States. The fund invests in equity securities (see equity research) of companies based in the U.S. and other developed markets, as well as emerging markets. It put its attention to those companies that are well managed, financially sound, and fast growing and strongly competitive, and whose shares are under-priced relative to their intrinsic value. The fund normally holds 35-75 investments across 15-25 countries and is diversified across dimensions of geography, industry, currency and market capitalization.

Management Analysis Update

Performance Analysis Update