TBWAX Mutual Fund

TBWAX Mutual Fund (Thornburg Better World International Fund Class A) is managed by Thornburg Investment Management with $36.9M in net assets. TBWAX expense ratio is 1.42%, holding 51 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2015-09-30.

TBWAX performance shows a YTD return of -0.73%. The 1-year return is 3.16% and the 5-year return is 3.20%. TBWAX dividend yield stands at 1.08%, paid annually.

TBWAX top holdings include Thornburg Capital Management Fund (5.0%), Taiwan Semiconductor Manufacturing Co Ltd (4.5%), Bnp Paribas Sa (4.0%), Endesa Sa (3.9%), ING GROEP NV (3.8%). Go to all TBWAX holdings, TBWAX sectors, or TBWAX dividends.

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