THOFX Mutual Fund

THOFX Mutual Fund (Thornburg Global Opportunities Fund Class R5) is managed by Thornburg Investment Management with $38.2M in net assets. THOFX expense ratio is 0.99%, holding 43 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THOFX performance shows a YTD return of 13.61%. The 1-year return is 31.77% and the 5-year return is 14.59%. THOFX dividend yield stands at 5.65%, paid annually.

THOFX 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 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.