THGRX Mutual Fund
THGRX Mutual Fund
THGRX Mutual Fund
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5
THGRX Mutual Fund Overview
THGRX Mutual Fund (Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5) is managed by Thornburg Investment Management with $6.6M in net assets. THGRX expense ratio is 0.95%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2005-10-03.
THGRX performance shows a YTD return of -2.10%. The 1-year return is -0.24% and the 5-year return is 4.31%.
THGRX 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 THGRX holdings, THGRX sectors, or THGRX dividends.
THGRX can be compared against other funds. Use THGRX overlap to find shared positions, or THGRX vs another fund for a side-by-side view. THGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.