TGVAX Mutual Fund

TGVAX Mutual Fund

NAV$37.08
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Fund Essentials - as of Mar 31, 2026

Net Assets
$525M
Expense Ratio
1.15%
Dividend Yield (Current)
3.10%
Holdings
49
Inception Date
May 28, 1998
Fund Family
Thornburg Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.45%
1 Year+25.95%
3 Year+19.74%
5 Year+10.66%
10 Year+10.78%

Asset Allocation

Stocks: 92.62%
Other: 7.38%
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Top Holdings

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TickerNameWeight
-Thornburg Capital Management Fund7.34%
TTEF:PATotalenergies Se Common Stock Eur 2.53.55%
AZN:LNAstraZeneca PLC3.06%
GLEN:SMGlencore Plc2.92%
ORANOrange SA2.86%
Top 10 Concentration: 32.78%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.10%
Frequency
Annually
Latest Distribution
$0.27
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TGVAX Mutual Fund Overview

TGVAX Mutual Fund (Thornburg International Equity Fund Class A) is managed by Thornburg Investment Management with $525.0M in net assets. TGVAX expense ratio is 1.15%, holding 49 positions across sectors including Materials, Industrials, Financials. Inception date: 1998-05-28.

TGVAX performance shows a YTD return of 14.45%. The 1-year return is 25.95% and the 5-year return is 10.66%. TGVAX dividend yield stands at 3.10%, paid annually.

TGVAX top holdings include Thornburg Capital Management Fund (7.3%), Totalenergies Se Common Stock Eur 2.5 (3.5%), AstraZeneca PLC (3.1%), Glencore Plc (2.9%), Orange SA (2.9%). Go to all TGVAX holdings, TGVAX sectors, or TGVAX dividends.

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