THCGX Mutual Fund
THCGX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl A
THCGX Mutual Fund Overview
THCGX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl A) is managed by Thornburg Investment Management with $108.5M in net assets. THCGX expense ratio is 1.44%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-27.
THCGX performance shows a YTD return of -2.14%. The 1-year return is -0.74% and the 5-year return is -1.50%.
THCGX 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 THCGX holdings, sector breakdown, or dividend history.
THCGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.