TCGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4) is managed by Thornburg Investment Management with $609,780.3 in net assets. TCGRX expense ratio is 1.20%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2007-02-01.

TCGRX performance shows a YTD return of -2.13%. The 1-year return is -0.68% and the 5-year return is 4.34%.

TCGRX top holdings include Microsoft Corp 4.100 Feb 06 37 (9.6%), Alphabet Inc series C (7.8%), Broadcom Inc (6.7%), Meta Platforms, Inc. (4.9%), Credo Technology Group Holding Ltd (4.6%). View all TCGRX holdings, sector breakdown, or dividend history.

TCGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.