LTURX Mutual Fund

LTURX Mutual Fund (Thornburg Limited Term US Government Fund Class R3) is managed by Thornburg Investment Management with $2.4M in net assets. LTURX expense ratio is 1.17%, holding 136 positions across sectors including Financials. Inception date: 2003-07-01.

LTURX performance shows a YTD return of -0.02%. The 1-year return is 2.78% and the 5-year return is 0.54%. LTURX dividend yield stands at 2.38%, paid monthly.

LTURX top holdings include Us Treasury N/B 11/35 4 (6.6%), Fnma 4.00% 5/1/52 (4.8%), Farm 21-1 Mortgage Trust (3.6%), Caledonia Generating Llc (3.2%), Freddie Mac Pool (2.8%). Go to all LTURX holdings, LTURX sectors, or LTURX dividends.

LTURX can be compared against other funds. Use LTURX overlap to find shared positions, or LTURX vs another fund for a side-by-side view. LTURX alternatives are available via the screener, along with tax-loss harvesting opportunities.