THOFX Mutual Fund

THOFX Mutual Fund (Thornburg Global Opportunities Fund Class R5) is managed by Thornburg Investment Management with $37.9M 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 14.04%. THOFX dividend yield stands at 5.53%, paid annually.

THOFX top holdings include Samsung Electronics (Equity) (7.2%), Tsmc (5.4%), Alphabet Inc,class A (4.8%), Citigroup Inc. (4.0%), Zegona Communications Plc (4.0%). 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.