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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1008 | 1314 | 1204 | 1825 | 2225 |
Fund Return | 14.51% | 0.78% | 31.36% | 6.38% | 12.79% | 8.33% |
Place in category | 133 | 288 | 107 | 59 | 20 | 90 |
% in Category | 42 | 79 | 34 | 20 | 5 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8.34B | 13.59 | 8.62 | 7.05 | ||
Thornburg Investment Income BuildeA | 4.3B | 13.40 | 8.38 | 6.76 | ||
Thornburg Limited-Term Muni Inst | 1.84B | 1.44 | 0.39 | 1.32 | ||
Thornburg International Value I | 1.62B | 15.43 | 3.58 | 6.93 | ||
Thornburg Global Opportunities I | 770.59M | 14.81 | 6.70 | 8.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.64B | 13.45 | 4.80 | 7.98 | ||
American Funds Capital World Gr R6 | 36.06B | 13.75 | 5.15 | 8.34 | ||
Templeton Growth A | 8.03B | 6.54 | 4.28 | 3.99 | ||
Templeton Growth Adv | 193.98M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.61M | 6.35 | 4.03 | 3.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 6.07 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 4.69 | 164.76 | -1.71% | |
Bank Ireland | IE00BD1RP616 | 4.06 | 8.51 | +1.31% | |
Samsung Electronics Co | KR7005930003 | 3.85 | 56,000 | -0.71% | |
Reliance Industries | INE002A01018 | 3.69 | 1,265.40 | +3.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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