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Thornburg Small/Mid Cap Core R5 TVRRX

Quantitative rating as of | See Thornburg Investment Hub
  • NAV / 1-Day Return 66.74  /  1.10 %
  • Total Assets 578.8 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.46%
  • Turnover 46%

Morningstar’s Analysis TVRRX

Will TVRRX 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 R5's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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