THOFX Mutual Fund

THOFX Mutual Fund (Thornburg Global Opportunities Fund Class R5) is managed by Thornburg Investment Management with $37.8M in net assets. THOFX expense ratio is 0.99%, holding 42 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THOFX performance shows a YTD return of 16.01%. The 1-year return is 28.88% and the 5-year return is 14.74%. THOFX dividend yield stands at 5.53%, paid annually.

THOFX top holdings include Samsung Electronics (Equity) (5.5%), Tsmc (5.1%), Alphabet Inc,class A (4.6%), Schwab Strategic T (3.8%), Orange Sa (France) (3.7%). Go to all THOFX holdings, THOFX sectors, or THOFX dividends.

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