THOVX Mutual Fund

THOVX Mutual Fund (Thornburg Global Opportunities Fund Class R4) is managed by Thornburg Investment Management with $8.4M in net assets. THOVX expense ratio is 1.24%, holding 43 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 2008-02-01.

THOVX performance shows a YTD return of 13.43%. The 1-year return is 31.32% and the 5-year return is 14.16%. THOVX dividend yield stands at 5.47%, paid annually.

THOVX top holdings include Thornburg Capital Management Fund (9.0%), Zegona Communications Plc (5.5%), Samsung Electronics (Equity) (4.9%), Tsmc (4.5%), Orange S.A. (4.4%). 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.