TVCFX Rating, Research - Thornburg Value C

Thornburg Value C (tvcfx)

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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 tvcfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks total return. The fund invests mainly in common stocks (see stock research) of companies in different capitalization ranges. It invests at least 80% of assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them, and companies that do not currently pay dividends but are expected to begin paying them in the near future.

Management Analysis Update

Performance Analysis Update