Advertisement
Skip to Content

Thornburg Small/Mid Cap Core A TVAFX

Quantitative rating as of
  • NAV / 1-Day Return 62.94  /  0.18 %
  • Total Assets 570.0 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.05%
  • Turnover 46%

Morningstar’s Analysis TVAFX

Will TVAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Weakness in Thornburg Small/Mid Cap Core A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. The strategy changed its peer group last October, moving to the Mid-Cap Blend Morningstar Category from the Large Blend category.

Unlock our full analysis with Morningstar Investor