THOCX Mutual Fund

THOCX Mutual Fund (Thornburg Global Opportunities Fund Class C Shares) is managed by Thornburg Investment Management with $25.7M in net assets. THOCX expense ratio is 2.16%, holding 42 positions across sectors including Financials, Communication Services, Materials. Inception date: 2006-07-28.

THOCX performance shows a YTD return of 6.42%. The 1-year return is 13.74% and the 5-year return is 11.63%. THOCX dividend yield stands at 0.13%, paid annually.

THOCX top holdings include Thornburg Capital Management Fund (6.2%), Samsung Electronics (Equity) (5.5%), Tsmc (5.0%), Alphabet Inc (4.3%), Schwab Strategic T (3.8%). Go to all THOCX holdings, THOCX sectors, or THOCX dividends.

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