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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1098 | 1268 | 1189 | 2002 | 2314 |
Fund Return | 12.15% | 9.81% | 26.8% | 5.93% | 14.89% | 8.75% |
Place in category | 31 | 5 | 58 | 70 | 4 | 40 |
% in Category | 8 | 1 | 14 | 24 | 1 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8.07B | 8.51 | 7.83 | 6.56 | ||
Thornburg Investment Income BuildeA | 4.34B | 8.37 | 7.55 | 6.27 | ||
Thornburg Limited-Term Muni Inst | 1.93B | -1.01 | -0.57 | 1.17 | ||
Thornburg International Value I | 1.61B | 12.28 | 1.41 | 6.63 | ||
Thornburg Developing World I | 747.49M | 4.68 | -8.13 | 2.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.22B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.7B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 191.6M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.78M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 297.44M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 6.49 | - | - | |
Samsung Electronics Co | KR7005930003 | 4.99 | 77,300 | -0.13% | |
Alphabet Inc Class A | - | 4.83 | - | - | |
Charles Schwab Corp | - | 4.53 | - | - | |
BNP Paribas | FR0000131104 | 4.40 | 66.37 | -0.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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