THORX Mutual Fund Analysis & Holdings | MarketXLS

THORX Mutual Fund

NAV$54.41

AUM$3M

TER1.49%

Holdings43

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

THORX Mutual Fund

NAV$54.41

Thornburg Global Opportunities Fund Class R3

AUM$3M

TER1.49%

Holdings43

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare THORX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings THORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

THORX Mutual Fund Overlap Analysis

THORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

THORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, THORX may share significant positions with broad-market funds.

THORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THORX tax-loss harvesting finds highly correlated but non-identical funds.