TGVIX Mutual Fund

TGVIX Mutual Fund

NAV$39.12
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Fund Essentials - as of Mar 31, 2026

Net Assets
$3.9B
Expense Ratio
0.90%
Dividend Yield (Current)
3.20%
Holdings
49
Inception Date
Mar 30, 2001
Fund Family
Thornburg Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.64%
1 Year+26.28%
3 Year+20.08%
5 Year+10.99%
10 Year+11.13%

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)
3.20%
Frequency
Annually
Latest Distribution
$0.41
-

Peer Comparison

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

TGVIX Mutual Fund Overview

TGVIX Mutual Fund (Thornburg International Equity Fund Class I) is managed by Thornburg Investment Management with $3.87B in net assets. TGVIX expense ratio is 0.90%, holding 49 positions across sectors including Materials, Industrials, Financials. Inception date: 2001-03-30.

TGVIX performance shows a YTD return of 14.64%. The 1-year return is 26.28% and the 5-year return is 10.99%. TGVIX dividend yield stands at 3.20%, paid annually.

TGVIX 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 TGVIX holdings, TGVIX sectors, or TGVIX dividends.

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