| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 15.18 percent over the past year, 13.41 percent over the past three years, 4.76 percent over the past five years, and 10.58 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 15.2% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 4.8% |
| 10 Years (Annualized) | 10.6% |
Summary
The investment seeks long-term growth of capital. The fund expects to invest primarily in domestic equity securities (primarily common stocks) selected for their growth potential. It may invest in developing countries. The fund can invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies.
Fees
Fees are Average compared to funds in the same category.
Thornburg Core Growth Fund has an expense ratio of 1.40 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
