Thornburg Small/Mid Cap Growth Fund Q4 2024 Commentary
Source: SeekingAlpha
2025-04-07 15:14:00 ET
Summary
- In 4Q24 Thornburg Small/Mid Cap Growth Fund (I share class) returned 2.96%, 53 basis points ahead of the Russell 2500 Growth Index.
- As the Fed signaled a potential for a “higher-for-longer” rate environment, the portfolio was again aided from a bias to higher quality segments of the market.
- We continue to remain vigilant on the potential challenges for the U.S. economy, especially if inflation remains stickier than the market expects.
AVERAGE ANNUAL TOTAL RETURNS (%)
| EXPENSE RATIOS (%) | |||||||||
| AS OF 31 DECEMBER 2024 | QTR | YTD | 1-YR | 3-YR | 5-YR | 10-YR | ITD | GROSS | NET |
| A Shares THCGX (Incep: 27 Dec 00) | |||||||||
| Without sales charge | 2.84 | 19.67 | 19.67 | -1.99 | 5 | 7.14 | 6.6 | ||
| With sales charge | -1.77 | 14.3 | 14.3 | -3.48 | 4.03 | 6.65 | 6.4 | 1.42 | 1.42 |
| I Shares THIGX (Incep: 3 Nov 03)* | 2.96 | 20.2 | 20.2 | -1.52 | 5.43 | 7.57 | 7.1 | 1.09 | 0.95 |
| Russell 2500 Growth Index | 2.43 | 13.9 | 13.9 | -0.02 | 8.08 | 9.45 | 8.07 |
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Thornburg Small/Mid Cap Growth Fund Q4 2024 Commentary
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