THCGX Mutual Fund

THCGX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl A) is managed by Thornburg Investment Management with $108.5M in net assets. THCGX expense ratio is 1.44%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-27.

THCGX performance shows a YTD return of -2.14%. The 1-year return is -0.74% and the 5-year return is -1.50%.

THCGX top holdings include Microsoft Corp (9.6%), Alphabet Inc. C (7.8%), Broadcom Inc (6.7%), Meta Platforms, Inc. (4.9%), Credo Technology Group Holding Ltd Ordinary Shares (4.6%). Go to all THCGX holdings, THCGX sectors, or THCGX dividends.

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