THORX Mutual Fund
THORX Mutual Fund
Thornburg Global Opportunities Fund Class R3
THORX Mutual Fund Overview
THORX Mutual Fund (Thornburg Global Opportunities Fund Class R3) is managed by Thornburg Investment Management with $3.4M in net assets. THORX expense ratio is 1.49%, holding 43 positions across sectors including Unknown, Financials, Communication Services. Inception date: 2008-02-01.
THORX performance shows a YTD return of 7.68%. The 1-year return is 28.91% and the 5-year return is 16.98%. THORX dividend yield stands at 5.52%, paid annually.
THORX top holdings include Thornburg Capital Management Fund (9.0%), Zegona Communications Plc (5.5%), Samsung Electronics Co. Ltd. (4.9%), TAIWAN SEMICONDUCTOR (4.5%), Orange S.A. (4.4%). View all THORX holdings, sector breakdown, or dividend history.
THORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. THORX alternatives are available via the screener, along with tax-loss harvesting opportunities.