THORX Mutual Fund

THORX Mutual Fund (Thornburg Global Opportunities Fund Class R3) is managed by Thornburg Investment Management with $3.5M in net assets. THORX expense ratio is 1.49%, holding 42 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THORX performance shows a YTD return of 15.65%. The 1-year return is 28.28% and the 5-year return is 13.62%. THORX dividend yield stands at 5.20%, paid annually.

THORX 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 THORX holdings, THORX sectors, or THORX dividends.

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