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Thornburg Small/Mid Cap Core R4 TVIRX

Quantitative rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 64.84  /  1.25 %
  • Total Assets 573.6 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.210%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.21%
  • Turnover 46%

Morningstar’s Analysis TVIRX

Will TVIRX 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 Core R4's Process and People 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 second-highest quintile among peers.

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