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Thornburg Small/Mid Cap Growth R3 THCRX

Quantitative rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 23.47  /  1.12 %
  • Total Assets 291.6 Mil
  • Adj. Expense Ratio
    1.410%
  • 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.

Summary

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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.

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