Weakness in Thornburg Small/Mid Cap Growth R3's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 23.47 / 1.12 %
- Total Assets 291.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 58%
Morningstar’s Analysis THCRX
Will THCRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.