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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 | 132 | 287 | 106 | 59 | 20 | 90 |
% in Category | 42 | 78 | 34 | 20 | 5 | 54 |
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 International Value I | 1.67B | 15.43 | 3.58 | 6.93 | ||
Thornburg Global Opportunities I | 788.9M | 14.81 | 6.70 | 8.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.11B | 13.45 | 4.80 | 7.98 | ||
American Funds Capital World Gr R6 | 36.42B | 13.75 | 5.15 | 8.34 | ||
Templeton Growth Adv | 194.73M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 53.03M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 291.89M | 6.83 | 4.60 | 4.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 6.07 | 580.00 | -0.82% | |
Alphabet A | US02079K3059 | 4.69 | 178.88 | -1.51% | |
Bank Ireland | IE00BD1RP616 | 4.06 | 8.59 | -0.35% | |
Samsung Electronics Co | KR7005930003 | 3.85 | 51,200 | +1.19% | |
Reliance Industries | INE002A01018 | 3.69 | 1,257.20 | +0.41% |
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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