THCFX Mutual Fund

NAV$10.14

Fund Essentials

Net Assets
$116,499.23
Expense Ratio
0.50%
Dividend Yield (Current)
3.01%
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+2.18%
1 Year+2.28%

Asset Allocation

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

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.01%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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THCFX Mutual Fund Overview

THCFX Mutual Fund (Thornburg Core Plus Bond Fund Class R5) is managed by Thornburg Investment Management with $116,499.23 in net assets. THCFX expense ratio is 0.50%, holding 322 positions across various sectors. Inception date: 2023-10-02.

THCFX performance shows a YTD return of 2.18%. The 1-year return is 2.28%. THCFX dividend yield stands at 3.01%, paid monthly.

THCFX top holdings include a diversified portfolio. View all THCFX holdings, sector breakdown, or dividend history.

THCFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.