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Thornburg Small/Mid Cap Growth C TCGCX

Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 20.30  /  +0.35 %
  • Total Assets 272.3 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 Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:20 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.

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 most expensive quintile among peers.

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Portfolio Holdings TCGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

3.79 9.8 Mil
Industrials

Bentley Systems Inc Ordinary Shares - Class B

3.45 8.9 Mil
Technology

Vertiv Holdings Co Class A

3.16 8.2 Mil
Industrials

CCC Intelligent Solutions Holdings Inc

2.81 7.2 Mil
Technology

Freshpet Inc

2.80 7.2 Mil
Consumer Defensive

ShockWave Medical Inc

2.80 7.2 Mil
Healthcare

Cytokinetics Inc

2.76 7.1 Mil
Healthcare

Onto Innovation Inc

2.75 7.1 Mil
Technology

Churchill Downs Inc

2.72 7.0 Mil
Consumer Cyclical

Biomarin Pharmaceutical Inc

2.71 7.0 Mil
Healthcare