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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1087 | 1197 | 1159 | 1730 | 2333 |
Fund Return | 8.13% | 8.68% | 19.69% | 5.04% | 11.58% | 8.84% |
Place in category | 23 | 9 | 51 | 77 | 10 | 27 |
% in Category | 6 | 3 | 13 | 26 | 2 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 7.99B | 4.39 | 7.29 | 6.34 | ||
Thornburg Investment Income BuildeA | 4.31B | 4.29 | 7.02 | 6.05 | ||
Thornburg Limited-Term Muni Inst | 1.93B | -0.69 | -0.45 | 1.27 | ||
Thornburg International Value I | 1.58B | 6.52 | 1.16 | 6.17 | ||
Thornburg Developing World I | 764.48M | 2.93 | -8.32 | 2.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.58B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.85B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.78M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 297.3M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 6.49 | - | - | |
Samsung Electronics Co | KR7005930003 | 4.99 | 75,500 | -2.71% | |
Alphabet Inc Class A | - | 4.83 | - | - | |
Charles Schwab Corp | - | 4.53 | - | - | |
BNP Paribas | FR0000131104 | 4.40 | 67.79 | +1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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