C
Thornburg Small/Mid Cap Growth Fund Class A THCGX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
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Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
5
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
Casella Waste Systems Inc Class A
CWST - NASDAQ
C
Bentley Systems Inc Ordinary Shares - Class B
BSY - NASDAQ
C
Vertiv Holdings Co Class A
VRT - NYSE
D
CCC Intelligent Solutions Holdings Inc
CCCS - NASDAQ
D
Freshpet Inc
FRPT - NASDAQ
Performance
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Forward Dividend Yield
Price
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NAV
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Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Thornburg
Manager/Tenure
(Years)
Steven Klopukh (4), Timothy M. McCarthy (4)
Address
Thornburg Investment Management
Santa Fe NM - 87506
Country
United States
Phone Number
800-847-0200
Investment Strategy
The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. 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.