Thornburg International Value Fund Quote
| TIVRX Fund | USD 26.92 0.14 0.52% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Thornburg International is trading at 26.92 as of the 28th of November 2024; that is 0.52% up since the beginning of the trading day. The fund's open price was 26.78. Thornburg International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Thornburg International Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of non-U.S. companies and in depositary receipts associated with such stocks. The fund may invest in developing countries. Under normal conditions, the fund will invest at least 80 percent of its net assets in common stocks or depositary receipts.. More on Thornburg International Value
Moving together with Thornburg Mutual Fund
| 1.0 | TGIRX | Thornburg International | PairCorr |
| 1.0 | TGVAX | Thornburg International | PairCorr |
| 1.0 | TGVIX | Thornburg International | PairCorr |
| 1.0 | TGVRX | Thornburg International | PairCorr |
Moving against Thornburg Mutual Fund
Thornburg Mutual Fund Highlights
| Fund Concentration | Thornburg Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Thornburg, Large Blend, Foreign Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Thornburg International Value [TIVRX] is traded in USA and was established 28th of November 2024. Thornburg International is listed under Thornburg category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Thornburg family. This fund at this time has accumulated 4.48 B in assets with no minimum investment requirementsThornburg International is currently producing year-to-date (YTD) return of 12.91% with the current yeild of 0.02%, while the total return for the last 3 years was 3.07%.
Check Thornburg International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Thornburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Thornburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Thornburg International Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Thornburg International Value Mutual Fund Constituents
| DKILF | Daikin IndustriesLtd | Pink Sheet | Building Products & Equipment | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| UBS | UBS Group AG | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| SHECF | Shin Etsu Chemical Co | Pink Sheet | Chemicals | |
| OMRNF | OMRON | Pink Sheet | Electronic Components | |
| MBFJF | Mitsubishi UFJ Financial | Pink Sheet | Banks—Diversified | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Thornburg International Risk Profiles
| Mean Deviation | 0.6263 | |||
| Standard Deviation | 0.9397 | |||
| Variance | 0.8831 | |||
| Risk Adjusted Performance | (0.11) |
Thornburg International Against Markets
Other Information on Investing in Thornburg Mutual Fund
Thornburg International financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg International security.
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