THOVX Mutual Fund

THOVX Mutual Fund (Thornburg Global Opportunities Fund Class R4) is managed by Thornburg Investment Management with $8.0M in net assets. THOVX expense ratio is 1.24%, holding 42 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THOVX performance shows a YTD return of 15.83%. The 1-year return is 28.49% and the 5-year return is 14.31%. THOVX dividend yield stands at 5.36%, paid annually.

THOVX 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 THOVX holdings, THOVX sectors, or THOVX dividends.

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