TCGRX Mutual Fund
TCGRX Mutual Fund
TCGRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4
TCGRX Mutual Fund Overview
TCGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4) is managed by Thornburg Investment Management with $609,780.3 in net assets. TCGRX expense ratio is 1.20%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2007-02-01.
TCGRX performance shows a YTD return of -2.13%. The 1-year return is -0.68% and the 5-year return is 4.34%.
TCGRX top holdings include Alphabet Inc (11.1%), Microsoft Corp (7.6%), Broadcom Inc (5.8%), Credo Technology Group Holding Ltd (4.6%), Lam Research Corp (3.3%). Go to all TCGRX holdings, TCGRX sectors, or TCGRX dividends.
TCGRX can be compared against other funds. Use TCGRX overlap to find shared positions, or TCGRX vs another fund for a side-by-side view. TCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.