THGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5) is managed by Thornburg Investment Management with $6.6M in net assets. THGRX expense ratio is 0.95%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2005-10-03.

THGRX performance shows a YTD return of -2.10%. The 1-year return is -0.24% and the 5-year return is 4.31%.

THGRX 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 THGRX holdings, sector breakdown, or dividend history.

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