THOGX Mutual Fund
THOGX Mutual Fund
NAV$56.29
AUM$142M
TER0.89%
Holdings43
See how much of THOGX you already own
THOGX Mutual Fund
NAV$56.29
Thornburg Global Opportunities Fund Class R6
AUM$142M
TER0.89%
Holdings43
See how much of THOGX you already own
THOGX Mutual Fund Overlap Analysis
THOGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THOGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, THOGX may share significant positions with broad-market funds.
THOGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THOGX tax-loss harvesting finds highly correlated but non-identical funds.