Morningstar

Thornburg Focus Growth Fund ETF Class TFGZ

Morningstar Medalist Rating
Medalist Rating as of | See Thornburg Investment Hub

Morningstar’s Analysis TFGZ

Will TFGZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TFGZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TFGZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TFGZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thornburg Focus Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TFGZ

More TFGZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

12.19 28M
Communication Services

Microsoft Corp

5.78 13M
Technology

Credo Technology Group Holding Ltd

4.58 10M
Technology

Lam Research Corp

4.46 10M
Technology

Meta Platforms Inc Class A

4.16 9M
Communication Services

Micron Technology Inc

3.81 9M
Technology

Broadcom Inc

3.79 9M
Technology

SiTime Corp Ordinary Shares

3.65 8M
Technology

Marvell Technology Inc

3.27 7M
Technology

Mastercard Inc Class A

3.19 7M
Financial Services

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