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Morningstar

Thornburg Small/Mid Cap Growth C TCGCX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 20.07  /  +1.57 %
  • Total Assets 261.4 Mil
  • Adj. Expense Ratio
    2.340%
  • Expense Ratio 2.340%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 58%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0

Morningstar’s Analysis TCGCX

Will TCGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TCGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Thornburg Small/ Mid Cap Growth C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCGCX

More TCGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

4.32 12.3 Mil
Industrials

Shockwave Medical Inc

3.87 11.0 Mil
Healthcare

Casella Waste Systems Inc Class A

3.82 10.8 Mil
Industrials

Freshpet Inc

2.93 8.3 Mil
Consumer Defensive

Celsius Holdings Inc

2.92 8.3 Mil
Consumer Defensive

Bentley Systems Inc Ordinary Shares - Class B

2.91 8.3 Mil
Technology

MYR Group Inc

2.90 8.2 Mil
Industrials

TechnipFMC PLC

2.73 7.8 Mil
Energy

Saia Inc

2.71 7.7 Mil
Industrials

CCC Intelligent Solutions Holdings Inc

2.61 7.4 Mil
Technology