TVIRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Core Fd Cl R4) is managed by Thornburg Investment Management with $2.8M in net assets. TVIRX expense ratio is 1.12%, holding 41 positions across sectors including Industrials, Other, Financials. Inception date: 2007-02-01.

TVIRX performance shows a YTD return of 8.91%. The 1-year return is 16.20% and the 5-year return is 4.28%.

TVIRX top holdings include Thornburg Capital Management Fund (14.7%), Coherent, Inc (3.8%), Vertiv Group Corp (3.6%), Macom Technology Solutions Holdings (3.5%), Ducommun Incorporated Com (3.4%). View all TVIRX holdings, sector breakdown, or dividend history.

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