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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1086 | 1193 | 1148 | 1704 | 2259 |
Fund Return | 7.98% | 8.59% | 19.3% | 4.71% | 11.25% | 8.49% |
Place in category | 29 | 11 | 62 | 99 | 21 | 44 |
% in Category | 6 | 4 | 15 | 32 | 4 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8B | 4.39 | 7.29 | 6.34 | ||
Thornburg Investment Income BuildeA | 4.31B | 4.29 | 7.02 | 6.05 | ||
Thornburg Limited-Term Muni Inst | 1.92B | -0.69 | -0.45 | 1.27 | ||
Thornburg International Value I | 1.58B | 6.52 | 1.16 | 6.17 | ||
Thornburg Global Opportunities I | 791.75M | 8.13 | 5.04 | 8.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.86B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.41B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 6.49 | - | - | |
Samsung Electronics Co | KR7005930003 | 4.99 | 75,700 | +2.99% | |
Alphabet Inc Class A | - | 4.83 | - | - | |
Charles Schwab Corp | - | 4.53 | - | - | |
BNP Paribas | FR0000131104 | 4.40 | 67.70 | -0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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