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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1154 | 1005 | 1288 | 1111 | 1549 | 1954 |
Fund Return | 15.43% | 0.45% | 28.82% | 3.58% | 9.14% | 6.93% |
Place in category | 9 | 76 | 21 | 97 | 29 | 18 |
% in Category | 2 | 14 | 3 | 16 | 5 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8.33B | 13.59 | 8.62 | 7.05 | ||
Thornburg Investment Income BuildeA | 4.3B | 13.40 | 8.38 | 6.76 | ||
Thornburg Limited-Term Muni Inst | 1.85B | 1.44 | 0.39 | 1.32 | ||
Thornburg Global Opportunities I | 788.9M | 14.81 | 6.70 | 8.66 | ||
Thornburg Intermediate Municipal In | 751.9M | 1.91 | 0.60 | 1.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard Total Intl Stock Index Adm | 79.67B | 8.18 | 1.45 | 4.94 | ||
Fidelity International Index Inst | 52.9B | 6.96 | 2.81 | 5.35 | ||
Fidelity Series Global ex US Index | 48.18B | 8.52 | 1.64 | 4.77 | ||
Vanguard Total Intl Stock Index I | 43.79B | 8.23 | 1.49 | 4.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Thornburg Capital Management | - | 4.09 | - | - | |
Sony | JP3435000009 | 3.29 | 2,906.0 | +0.54% | |
TotalEnergies SE | FR0000120271 | 3.12 | 55.84 | +0.22% | |
Schneider Electric | FR0000121972 | 3.07 | 241.20 | +1.07% | |
Linde PLC | IE000S9YS762 | 3.02 | 430.600 | +0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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