Morningstar

Thornburg Focus Growth Fund Class R3 THCRX

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 36.07  /  +1.26 %
  • Total Assets 230.7M
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.460%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis THCRX

Will THCRX outperform in the 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 THCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the THCRX 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 THCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thornburg Focus Growth R3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings THCRX

More THCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Technology

Credo Technology Group Holding Ltd

4.90 11M
Technology

Lam Research Corp

4.58 10M
Technology

Meta Platforms Inc Class A

4.14 9M
Communication Services

Micron Technology Inc

3.90 9M
Technology

SiTime Corp Ordinary Shares

3.77 9M
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Broadcom Inc

3.69 8M
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Marvell Technology Inc

3.29 8M
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Mastercard Inc Class A

3.15 7M
Financial Services

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