TBWIX Mutual Fund

TBWIX Mutual Fund (Thornburg Better World International Fund Class I) is managed by Thornburg Investment Management with $434.7M in net assets. TBWIX expense ratio is 0.90%, holding 50 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-09-30.

TBWIX performance shows a YTD return of 6.54%. The 1-year return is 15.75% and the 5-year return is 5.59%. TBWIX dividend yield stands at 1.42%, paid annually.

TBWIX 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 TBWIX holdings, TBWIX sectors, or TBWIX dividends.

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