Skip to Content

Thornburg Small/Mid Cap Core R3 TVRFX Fund Analysis

| Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis TVRFX

Will TVRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Thornburg Small/ Mid Cap Core R3's People and Process 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor