TVBFX Rating, Research - Thornburg Value B

Thornburg Value B (tvbfx)

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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 tvbfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Thornburg Value B (TVBFX) Description: TVBFX is a mutual fund, which is an investment that owns a basket of assets. The TVBFX 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. TVBFXs minimum initial investment amount is $5000 while the IRA minimum is $2000. TVBFXs expense ratio is roughly 2%. The latest TVBFXs front end load was 0% and the back end load was 5%. The Thornburg Value B (TVBFX) mutual fund falls under the large-cap mixed category. TVBFX focuses its investments in USA and TVBFX is not affiliated with a particular industry or fund sector. The Thornburg Value B (TVBFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TVBFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TVBFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

The fund seeks to provide long-term capital growth. The fund normally invests at least 80% of the net assets in the stocks (see stock research) of large-cap U.S. companies, whose market cap is larger than the median market cap of companies in the Russell 1000 Index. The fund expects to normally invest in approximately 50 to 75 companies.

Management Analysis Update

Performance Analysis Update