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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1027 | 1337 | 1028 | 1426 | 2177 |
Fund Return | 15.24% | 2.74% | 33.68% | 0.93% | 7.35% | 8.09% |
Place in category | 104 | 135 | 154 | 345 | 339 | 175 |
% in Category | 23 | 27 | 39 | 86 | 93 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8.35B | 13.59 | 8.62 | 7.05 | ||
Thornburg Investment Income BuildeA | 4.3B | 13.40 | 8.38 | 6.76 | ||
Thornburg Limited-Term Muni Inst | 1.83B | 1.44 | 0.39 | 1.32 | ||
Thornburg International Value I | 1.62B | 15.43 | 3.58 | 6.93 | ||
Thornburg Global Opportunities I | 779.81M | 14.81 | 6.70 | 8.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.61B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 40.04B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 36.34B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.72B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Casella | US1474481041 | 3.38 | 111.50 | -1.25% | |
Clean Harbors | US1844961078 | 3.14 | 259.95 | +0.37% | |
Coherent | US19247G1076 | 2.89 | 101.04 | +1.24% | |
TransUnion | US89400J1079 | 2.87 | 100.73 | -1.61% | |
Vertiv Holdings Co | US92537N1081 | 2.73 | 131.74 | -0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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