Thornburg Small/Mid Cap Growth Fund
Shareclass
Thornburg Small/Mid Cap Growth R4 (TCGRX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,179 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Thornburg Small/Mid Cap Growth Fund TCGRX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. On Holding AG2.74% of assets$6.84M invested
- 2. Cytokinetics Inc1.93% of assets$4.81M invested
- 3. Insulet Corp1.68% of assets$4.21M invested
- 4. Hyatt Hotels Corp Class A1.53% of assets$3.83M invested
- 5. Freshpet Inc2.54% of assets$6.35M invested
- 6. CyberArk Software Ltd3.93% of assets$9.82M invested
- 7. TransUnion3.09% of assets$7.73M invested
- 8. Sarepta Therapeutics Inc1.35% of assets$3.39M invested
- 9. Tradeweb Markets Inc1.9% of assets$4.74M invested
- 10. e.l.f. Beauty Inc0.89% of assets$2.23M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Celsius Holdings Inc0.99% of assets$2.48M invested
- 2. Clearwater Analytics Holdings Inc Class A2.76% of assets$6.91M invested
- 3. Ryan Specialty Holdings Inc Class A2.97% of assets$7.42M invested
- 4. Vertiv Holdings Co Class A2.99% of assets$7.47M invested
- 5. Saia Inc2.07% of assets$5.18M invested
- 6. Churchill Downs Inc2.51% of assets$6.27M invested
- 7. SharkNinja Inc3.65% of assets$9.12M invested
- 8. CCC Intelligent Solutions Holdings Inc2.56% of assets$6.4M invested
- 9. Arcosa Inc1.56% of assets$3.89M invested
- 10. Builders FirstSource Inc1.78% of assets$4.45M invested
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Financial performance
Performance data provided by
Find more financial data on TCGRX at Morningstar.com
Find more financial data on TCGRX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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