TVAFX Rating, Research - Thornburg Value A

Thornburg Value A (tvafx)

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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 = 52

Threats + Weaknesses = 32

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in domestic equity and debt securities. It also may invest in debt securities and may invest to a limited extent in securities of non-U.S. issuers. The fund may invest in "structured securities", and may also invest in precious metals or, subject to certain regulatory limitations, purchase or sell contracts for their future delivery.

Management Analysis Update

Performance Analysis Update