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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1037 | 1128 | 1199 | 1381 | 1672 |
Fund Return | 4.03% | 3.71% | 12.79% | 6.22% | 6.67% | 5.27% |
Place in category | 30 | 40 | 35 | 12 | 42 | 35 |
% in Category | 10 | 12 | 11 | 3 | 13 | 15 |
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 Income Bldr | 61.01B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 34.58B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.47B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 15.91B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.44B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Orange | FR0000133308 | 4.82 | 10.81 | +0.79% | |
TotalEnergies SE | FR0000120271 | 4.42 | 67.64 | +0.94% | |
Broadcom Inc | - | 3.83 | - | - | |
BNP Paribas | FR0000131104 | 3.71 | 68.62 | +1.36% | |
Taiwan Semicon | TW0002330008 | 3.49 | 821.00 | -2.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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