3 / 5 Stars
5 4 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#122 in Large Growth
U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.22 percent over the past year, 17.80 percent over the past three years, 22.61 percent over the past five years, and 9.45 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||9.5%|
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 are Above Average compared to funds in the same category.
Thornburg Core Growth Fund has an expense ratio of 1.45 percent.
Risk is High compared to funds in the same category according to Morningstar.