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Nasdaq - Delayed Quote USD

Thornburg Small/Mid Cap Growth R3 (THCRX)

23.34
-1.38
(-5.58%)
At close: 8:02:16 PM EDT

Investment Information

Min Initial Investment
2,500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
25,000
Min Subsequent Investment
2,500,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • RBC Wealth Management-Advisory Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • LPL SWM - 10.24.2024
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in small- and mid-capitalization companies and at least 80% of its net assets in growth companies.

Fund Overview

Category Mid-Cap Growth
Fund Family Thornburg
Net Assets 208.67M
YTD Return -14.98%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2003

Performance & Risk

YTD Return -23.32%
5y Average Return 3.47%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

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