THCRX Mutual Fund
THCRX Mutual Fund
THCRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3
THCRX Mutual Fund Overview
THCRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3) is managed by Thornburg Investment Management with $10.6M in net assets. THCRX expense ratio is 1.45%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2003-07-01.
THCRX performance shows a YTD return of -2.16%. The 1-year return is -0.76% and the 5-year return is 4.31%.
THCRX top holdings include Alphabet Inc (11.1%), Microsoft Corp (7.6%), Broadcom Inc (5.8%), Credo Technology Group Holding Ltd (4.6%), Lam Research Corp (3.3%). Go to all THCRX holdings, THCRX sectors, or THCRX dividends.
THCRX can be compared against other funds. Use THCRX overlap to find shared positions, or THCRX vs another fund for a side-by-side view. THCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.