Thornburg Limited Term Fund Fundamentals
| LTURX Fund | USD 11.98 0.02 0.17% |
Thornburg Limited Term fundamentals help investors to digest information that contributes to Thornburg Limited's financial success or failures. It also enables traders to predict the movement of Thornburg Mutual Fund. The fundamental analysis module provides a way to measure Thornburg Limited's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Thornburg Limited mutual fund.
Thornburg |
Thornburg Limited Term Mutual Fund Year To Date Return Analysis
Thornburg Limited's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Thornburg Limited Year To Date Return | 2.41 % |
Most of Thornburg Limited's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Thornburg Limited Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Thornburg Limited Term has a Year To Date Return of 2.4093%. This is much higher than that of the Thornburg family and significantly higher than that of the Short Government category. The year to date return for all United States funds is notably lower than that of the firm.
Thornburg Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Limited's current stock value. Our valuation model uses many indicators to compare Thornburg Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Limited competition to find correlations between indicators driving Thornburg Limited's intrinsic value. More Info.Thornburg Limited Term is rated second overall fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 491.69 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thornburg Limited's earnings, one of the primary drivers of an investment's value.Thornburg Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Thornburg Limited's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Thornburg Limited could also be used in its relative valuation, which is a method of valuing Thornburg Limited by comparing valuation metrics of similar companies.Thornburg Limited is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Thornburg Limited
The fund consists of 92.05% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Thornburg Limited's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Thornburg Fundamentals
| Total Asset | 291.05 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 2.41 % | |||
| One Year Return | 5.40 % | |||
| Three Year Return | (0.65) % | |||
| Five Year Return | (0.12) % | |||
| Ten Year Return | 1.57 % | |||
| Net Asset | 234.17 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 7.95 % | |||
| Bond Positions Weight | 92.05 % |
About Thornburg Limited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Thornburg Limited Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Thornburg Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Thornburg Limited Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its assets in U.S. government securities. The manager seeks to reduce changes in its share value by maintaining a portfolio of investments with a dollar-weighted average maturity or expected life of normally less than five years.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Thornburg Mutual Fund
Thornburg Limited 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 Limited security.
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