THOVX Mutual Fund
THOVX Mutual Fund
NAV$54.79
AUM$8M
TER1.24%
Holdings43
THOVX Mutual Fund
NAV$54.79
Thornburg Global Opportunities Fund Class R4
AUM$8M
TER1.24%
Holdings43
THOVX Mutual Fund Overlap Analysis
THOVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THOVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, THOVX may share significant positions with broad-market funds.
THOVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THOVX tax-loss harvesting finds highly correlated but non-identical funds.