THOCX Mutual Fund

THOCX Mutual Fund (Thornburg Global Opportunities Fund Class C Shares) is managed by Thornburg Investment Management with $28.2M in net assets. THOCX expense ratio is 2.16%, holding 43 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2006-07-28.

THOCX performance shows a YTD return of 12.92%. The 1-year return is 30.34% and the 5-year return is 12.79%. THOCX dividend yield stands at 4.94%, paid annually.

THOCX top holdings include Thornburg Capital Management Fund (9.0%), Zegona Communications Plc (5.5%), Samsung Electronics (Equity) (4.9%), Tsmc (4.5%), Orange S.A. (4.4%). 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.