THOCX Mutual Fund
THOCX Mutual Fund
NAV$52.53
AUM$28M
TER2.16%
Holdings43
See how much of THOCX you already own
THOCX Mutual Fund
NAV$52.53
Thornburg Global Opportunities Fund Class C Shares
AUM$28M
TER2.16%
Holdings43
See how much of THOCX you already own
THOCX Mutual Fund Overlap Analysis
THOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, THOCX may share significant positions with broad-market funds.
THOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THOCX tax-loss harvesting finds highly correlated but non-identical funds.