TAOZ ETF
Thornburg American Opportunities Fund ETF
TAOZ ETF Overview
TAOZ ETF (Thornburg American Opportunities Fund ETF) is managed by Thornburg Investment Management with $8.8M in net assets. TAOZ expense ratio is 0.79%, holding 44 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2026-04-01.
TAOZ performance shows a YTD return of 13.68%. The 1-year return is 12.76% and the 5-year return is 4.58%.
TAOZ top holdings include Apple, Inc (5.0%), Alphabet Inc.Class A (5.0%), Eli Lilly & Co. (4.4%), Round One Corp (4.3%), Schwab Strategic T (3.8%). Go to all TAOZ holdings, TAOZ sectors, or TAOZ dividends.
TAOZ can be compared against other funds. Use TAOZ overlap to find shared positions, or TAOZ vs another fund for a side-by-side view. TAOZ alternatives are available via the screener, along with tax-loss harvesting opportunities.