TBWAX Mutual Fund

TBWAX Mutual Fund (Thornburg Better World International Fund Class A) is managed by Thornburg Investment Management with $42.5M in net assets. TBWAX expense ratio is 1.42%, holding 50 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-09-30.

TBWAX performance shows a YTD return of 6.23%. The 1-year return is 15.19% and the 5-year return is 5.04%. TBWAX dividend yield stands at 1.01%, paid annually.

TBWAX top holdings include Bnp Paribas Sa (3.6%), Thornburg Capital Management Fund (3.5%), Iberdrola S.A. (3.4%), Mitsubishi Ufj Financial Gro (3.4%), Endesa Sa (3.3%). 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.