THCEX Mutual Fund

THCEX Mutual Fund

NAV$10.15
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Fund Essentials

Net Assets
$115,945.16
Expense Ratio
0.75%
Dividend Yield (Current)
2.86%
Holdings
322
Inception Date
Oct 2, 2023
Fund Family
Thornburg Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.24%
1 Year+2.24%

Asset Allocation

Stocks: 0.36%
Bonds: 98.17%
Other: 1.48%
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Dividend Summary

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Dividend Yield (Current)
2.86%
Frequency
Monthly

Peer Comparison

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

THCEX Mutual Fund Overview

THCEX Mutual Fund (Thornburg Core Plus Bond Fund Class R4) is managed by Thornburg Investment Management with $115,945.16 in net assets. THCEX expense ratio is 0.75%, holding 322 positions across various sectors. Inception date: 2023-10-02.

THCEX performance shows a YTD return of 2.24%. The 1-year return is 2.24%. THCEX dividend yield stands at 2.86%, paid monthly.

THCEX top holdings include a diversified portfolio. Go to all THCEX holdings, THCEX sectors, or THCEX dividends.

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